Editor’s Comment: Why better financial literacy adds up

The UK has an impressive 99% literacy rate, according to international studies. While this is worthy of praises I suspect the 'financial literacy' rate for the UK is just a fraction of this and the country is poorer as a result.

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CISI's new financial literacy charity moves forward

The CISI Future Foundation, a body set up by the CISI to improve financial literacy, has been granted charitable status and can begin considering grant applications.

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CISI's Amyr Rocha Lima: Are clients overwhelmed?

Looking ahead to 2023, as Financial Planners we must be aware of the opportunities and challenges that lie ahead in the world of Financial Planning.

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Editor’s Comment: A global movement making waves

Amid a sea of gloomy news - zero growth anyone? - it was cheering to see this week that global Financial Planner numbers are on the rise.

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