CFP pioneer Jervis is new East Midlands CISI President

Well known Financial Planner Andy Jervis CFP, one of the first people in the UK to achieve CFP status, has been appointed by the CISI as President of its East Midlands branch.

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CFP professionals double globally in 15 years

The global Certified Financial Planner body - the Financial Planning Standards Board - is celebrating its 15th anniversary this week by highlighting that the number of CFP professionals worldwide has doubled since its launch in 2004 from 90,000 to more than 181,000.

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Global CFP body issues first vulnerable client guidance

The Financial Planning Standards Board, the global body responsible for the Certified Financial Planner designation, has published its first Guidance Practice Note to support Financial Planning professionals working with vulnerable clients. 

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CISI Planning head Lockie to join global CFP committee

The CISI’s head of Financial Planning, Jacqueline Lockie CFP, is to join the prestigious Chief Executive’s Committee (CEC) of the Financial Planning Standards Board, the body which oversees the Certified Financial Planning designation around the world.

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