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Number of Chartered Financial Planners hits record

A record number of Financial Planners have achieved Chartered status via the CII, with no sign of demand slumping.

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Chartered Planner wins accountant client referrals after top exam marks

A Chartered Financial Planner says he has already begun to win client referrals from solicitors and accountants after achieving top marks in a trust and estates planning exam.

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Chartered planner launches new specialist divorce service

A Chartered Financial Planner is making use of her own experience of divorce to launch a new service for separating couples.

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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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