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.


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.

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