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

The Financial Planning Standards Board, owner of the international CERTIFIED FINANCIAL PLANNER certification programme outside the United States, is seeking papers from the global academic community for the first annual Academic Research Colloquium for Financial Planning and Related Disciplines.

Consumers working with a Certified Financial Planner were more confident about achieving their financial goals than those with an adviser, a global study of over 19,000 people found.

Two Certified Financial Planners are wanted to join the global Financial Planning Standards Board but time is running out for those wishing to take up a board position.