- Thursday, 30 May 2019
Financial Planning firm Montage Wealth Management has simultaneously achieved the Chartered Financial Planner accreditation for the firm from the CII and the Accredited Financial Planning Firm accreditation from the CISI.Read more...
- Tuesday, 30 April 2019
The Financial Planning Standards Board (FPSB), owner of the international Certified Financial Planner certification program outside the United States, is seeking nominations for two open four-year positions on FPSB’s board.Read more...
- Friday, 26 April 2019
Chartered and Certified Financial Planner Sarah Lord, of Mazars LLP, was faced with a challenging case involving a British expat living in the US and explains how she solved it.Read more...
- Tuesday, 02 April 2019
- Comment and Blogs
I’m in the UK to launch my new book, A Golden Civilization & the Map of Mindfulness, and the London portion of a global movement of Golden Civilization Conversations (www.AGoldenCivilization.com) already in process on 5 continents. It is the purpose of both the conversations and the book to life plan civilization.Read more...