- Thursday, 28 November 2019
It’s been quite a year for me in my quest to apply life planning technology to civilisation.Read more...
- Wednesday, 27 November 2019
The Financial Planning Standards Board, the global body responsible for the Certified Financial Planner designation, has published its first Guidance Practice Note to support Financial Planning professionals working with vulnerable clients.Read more...
- Wednesday, 13 November 2019
The CISI’s head of Financial Planning, Jacqueline Lockie CFP, is to join the prestigious Chief Executive’s Committee (CEC) of the Financial Planning Standards Board, the body which oversees the Certified Financial Planning designation around the world.Read more...
- Friday, 08 November 2019
The Chartered Institute for Securities & Investment (CISI) has revealed the first cohort of successful achievers for its new CFP certification pathway.Read more...