Chartered Financial Planner hired as partner by London firm
- Thursday, 22 June 2017
- Articles
Accredited Financial Planning Firm Mazars has appointed Sarah Lord, a Chartered and Certified Financial Planner, as a Financial Planning Partner.
Read more...Julie Lord: Certified Financial Planner is ‘Chartered PLUS’
- Thursday, 08 June 2017
- Articles
The Julie Lord column
So the debate has been raging about whether Chartered Financial Planner or Certified Financial Planner is more useful.
Read more...Kinder: Chartered and Certified both unsustainable
- Tuesday, 16 May 2017
- Comment
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.
Read more...Ex-IFP chief: My love for Financial Planning still strong 30 years on
- Tuesday, 08 November 2016
- Articles
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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