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Chartered and Certified Financial Planner reveals client tips

A Chartered and Certified Financial Planner has revealed his top tips for finding and retaining the right clients.

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Financial Planner reveals ‘dog walking’ means happier clients

A leading Financial Planner has revealed her top tips for keeping clients happy in the long-term.

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Two Financial Planning firms reveal merger details

Two leading Financial Planning firms have exclusively told Financial Planning Today magazine the story behind their recently announced merger.

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CISI unveils fast track Certified Financial Planner training

The CISI has launched a new fast track course for people who want to become Certified Financial Planners. 

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