UK CFPs slump as global numbers soar to new record

Certified Financial Planner numbers dipped in the UK last year as a new record was set worldwide.  

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Financial Planning firm gains sought-after CISI accreditation

The CISI revealed the latest form to join an elite list of 72 of its Accredited Firms is an Inverness-based Financial Planner.

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CISI urges planners to back Financial Planning Week 2018

The Chartered Institute for Securities & Investment is urging UK Financial Planners to sign up for Financial Planning Week 2018 which runs from 3 to 10 October and aims to raise the national profile of Financial Planning through a campaign of consumer engagement.

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Financial Planner shuts office for a month to work remotely

Expanding Northern Ireland Financial Planning firm AKFP is repeating last year’s successful month-long office closure trial to encourage staff to work remotely.

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