The Julie Lord column

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

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

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

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.