First World Financial Planning Day set for October
- Friday, 15 September 2017
- Articles
The Financial Planning Standards Board, the global standards-setting body for the Certified Financial Planner designation, is to hold its first World Financial Planning Day on Wednesday 4 October.
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...Want to be a global Financial Planning chief? Roles up for grabs
- Friday, 05 May 2017
- Articles
A worldwide Financial Planning body is seeking two new board directors as it bids to establish it as a global profession.
Read more...11,000 HSBC staff to train as Certified Financial Planners
- Thursday, 27 April 2017
- Articles
More than 11,000 HSBC financial advisers, planners and wealth managers are to be trained towards becoming Certified Financial Planners.
Read more...