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Julie Lord: Certified Financial Planner is ‘Chartered PLUS’

The Julie Lord column

So the debate has been raging about whether Chartered Financial Planner or Certified Financial Planner is more useful.

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Kinder: Chartered and Certified both unsustainable

If you want my contemporary take on the designations, I think both CFP and Chartered are impressive as far as they go. With great respect for each, my personal preference is toward the CFP with its dedication to actual planning and its more holistic approach.

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Ex-IFP chief: My love for Financial Planning still strong 30 years on

Former IFP President Julie Lord, Chartered & Certified Financial Planner & Chartered Wealth Manager, has reached the 30 year mark in her career. Below, she writes about her experiences to date, reflecting on her three decades in Financial Planning and explaining why she is just as enthusiastic now as ever before.

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CISI wants 'level playing field' with PFS Chartered designation

The Chartered Institute for Securities & Investments is to seek a more “level playing field” with the PFS’s rival Chartered Financial Planner qualification.

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