Warren Shute wins CFP of the Year Award
- Wednesday, 27 September 2017
- Articles
Financial education evangelist Warren Shute has won the coveted Certified Financial Planner of the Year Award in the annual CISI Financial Planning Awards.
Read more...CISI to revamp Certified Financial Planner designation
- Tuesday, 26 September 2017
- Articles
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.
Read more...First World Financial Planning Day set for October
- Friday, 15 September 2017
- Articles
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.
Read more...CISI Financial Planning head Edgar to become consultant
- Wednesday, 13 September 2017
- Articles
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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