- Wednesday, 17 April 2019
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.Read more...
- Wednesday, 27 March 2019
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.Read more...
- Monday, 18 March 2019
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.Read more...
- Monday, 04 March 2019
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.Read more...