CISI unveils fast track Certified Financial Planner training
- Friday, 16 March 2018
- Articles
The CISI has launched a new fast track course for people who want to become Certified Financial Planners.
Read more...Kinder: Why I’m a huge fan of robo-advice
- Wednesday, 14 March 2018
- Comment
We asked George Kinder, the founder of the global Life Planning movement, for his views on key topics facing planners and his thoughts on the challenges ahead:
Read more...Chartered Planner: Make firms accountable on equality
- Monday, 05 March 2018
- Articles
A campaigning Financial Planner claims much more must be done to “make businesses accountable” to equality laws, rather than simply paying lip service.
Read more...CISI Financial Planning head Edgar to become consultant
- Wednesday, 13 September 2017
- Articles
CISI head of Financial Planning Campbell Edgar CFPTM Chartered FCSI is to become an industry training consultant after stepping shortly from the CISI.
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