George Kinder: Global vision grows with speaking tour

It’s been quite a year for me in my quest to apply life planning technology to civilisation.

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Global CFP body issues first vulnerable client guidance

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. 

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CISI Planning head Lockie to join global CFP committee

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.

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First cohort achieves new CFP certification, CISI reveals

The Chartered Institute for Securities & Investment (CISI) has revealed the first cohort of successful achievers for its new CFP certification pathway.

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