Chartered v Certified: 'Titles aren't what matters to clients'

A newly qualified Certified Financial Planner says planners gain respect from clients through their work for them, not from certificates hanging on the wall.


Chartered Financial Planner expands his training academy

A Chartered Financial Planner is expanding a training academy for planners that he launched last year.


New Level 4 Financial Planning and Advice exam launches

A new Level 4 Financial Planning and Advice exam has been developed by the CISI, with the first tests set to be taken in August.


Powwow founder proposes Paraplanning academy

The head of the Paraplanner Powwow movement has called for the creation of a Paraplanning academy to help inject much needed fresh blood into the sector. Read more...

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