CISI to revamp Certified Financial Planner designation

The CISI is to make significant changes to the pathway to its Certified Financial Planner qualification but it will not be “watered down,” the incoming CISI head of Financial Planning Jacqueline Lockie told the annual conference this week.

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First World Financial Planning Day set for October

The Financial Planning Standards Board, the global standards-setting body for the Certified Financial Planner designation, is to hold its first World Financial Planning Day on Wednesday 4 October.

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CISI Financial Planning head Edgar to become consultant

CISI head of Financial Planning Campbell Edgar CFPTM Chartered FCSI is to become an industry training consultant after stepping shortly from the CISI.

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Julie Lord: Certified Financial Planner is ‘Chartered PLUS’

The Julie Lord column

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

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