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Carter: CFP is only recognised title for proper Financial Planning

Much debate is ongoing about the merits of being a Certified or Chartered Financial Planner, writes Keri Carter CFPTM, managing director of Broadway Financial Planning.

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Atkinson: Paraplanners will need Chartered status

The whole ‘Chartered Body Alliance’ thing seems to have come out of nowhere to me. Clearly it has been brewing for a while and I think that it is a good thing for financial services.

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Editor's Comment: A breath of fresh air for Financial Planning

It’s not a merger but it is a step forward for the Chartered adviser bodies and the Financial Planning profession and it’s long overdue.

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Atkinson: Are Paraplanning and Financial Planning separate?

It’s all too easy to become distracted by the hysteria of presidents, prime ministers, politics and performance in this busy start to 2017.

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