Accredited Financial Planning Firm Mazars has appointed Sarah Lord, a Chartered and Certified Financial Planner, as a Financial Planning Partner.

The Julie Lord column

So the debate has been raging about whether Chartered Financial Planner or Certified Financial Planner is more useful.

If you want my contemporary take on the designations, I think both CFP and Chartered are impressive as far as they go. With great respect for each, my personal preference is toward the CFP with its dedication to actual planning and its more holistic approach.

Former IFP President Julie Lord, Chartered & Certified Financial Planner & Chartered Wealth Manager, has reached the 30 year mark in her career. Below, she writes about her experiences to date, reflecting on her three decades in Financial Planning and explaining why she is just as enthusiastic now as ever before.