After years in the doldrums, the number of CFP Professionals in the UK grew by 6.3% over the past year, the CISI has reported.

Paul Etheridge MBE, founder of the Institute of Financial Planning (IFP), has died aged 83 at his home near Cheltenham.

In this exclusive Column for Financial Planning Today, Amyr Rocha Lima, chairman of the CISI Financial Planning Forum Committee, explains why he believes history lessons are crucial for planners.

The Chartered Institute for Securities & Investment (CISI) and Fitch Learning have partnered to help more people from less privileged backgrounds enter financial services.