Advisers hail ‘hybrid model’ for Financial Planning

Most financial advisers now believe a hybrid of traditional face to face service combined with elements of robo-advice will be the future of Financial Planning.

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Royal London backs Financial Planning mentoring scheme

Royal London has become the third firm to give its support to the CISI’s Financial Planning Mentoring Scheme - offering its technical helpline to scheme mentors and mentees.

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Firm gains CISI Accredited Financial Planning status

The Chartered Institute for Securities & Investment (CISI) has revealed that Sheraton Financial Planning, based in Fareham, Hampshire, has become a CISI Accredited Financial Planning Firm.

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CISI relaunches CFP as ‘highest’ UK planning qualification at Level 7 

The Chartered Institute for Securities and Investment is to relaunch its Certified Financial Planner designation with a new pathway which will move the qualification up from Level 6 to Level 7.

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