Published October 2014

I'm just back from the FPSB council meeting in Shanghai. It's always useful to meet up with our counterparts from other global territories to discuss the subjects we're all so passionate about – Financial Planning and CFP certification.

What an exciting time of the year, wasn't Conference fantastic again. The buzz at the annual conference never ceases to amaze me, the speakers, the late nights and early morning.

More than 100 people attended special screenings of a film designed to promote Financial Planning – to the delight of the producers.

A Buckinghamshire-based Financial Planning firm has reported that it has a number of potential new clients lined up as a result of its first Financial Planning Week surgeries.