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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.


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.


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.


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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