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Jacqueline Lockie: How pandemic might change clients

Each week that goes by we learn more about ourselves as individuals and society.  So far I’ve learned that I’m glad to be at home with my family and we get on well! 

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Nearly 50 pass new-look CISI Financial Planning exam

 

The CISI has reported that 80% of candidates passed the latest CISI Level 6 Advanced Financial Planning exam which leads to the UK’s highest Financial Planning certification.

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First 2 Financial Planners achieve CFP Level 7 qualification

A Financial Planner in Scotland and a trainee Financial Planner in West Yorkshire have become the first two to achieve the UK’s new highest level Financial Planning qualification.

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CFP professionals to offer free consumer money guides

Certified Financial Planner professionals in the UK are to offer consumers pro bono guidance on coping financially with the Coronavirus outbreak via a series of money guides.

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