The CISI’s head of Financial Planning, Jacqueline Lockie CFP, is to join the prestigious Chief Executive’s Committee (CEC) of the Financial Planning Standards Board, the body which oversees the Certified Financial Planning designation around the world.

The Financial Planning Standards Board Ltd (FPSB), the global body for Certified Financial Planner certification, has appointed UK compliance consultant and lawyer Adam Samuel as one of two new directors.

At its annual meeting in Zurich, Switzerland, last week, the Financial Planning Standards Board (FPSB), owner of the international Certified Financial Planner designation, selected Paul Grimes CFP to serve as the next FPSB Council chair. 

World Financial Planning Day, today, is an opportunity for the profession to “come together” and “raise awareness” of the value of planning.