Plans to create a new CISI Level 4 Financial Planning qualification will be rolled out through a pilot during the first quarter of 2016.

A well known Financial Planner who has reached a 30 year career milestone has his sights set firmly on the future and the opportunities offered by advancing technology.

Financial Planning is failing to market and promote itself as a career anywhere near as effectively as other financial service professions, a Financial Planning graduate says.

A hostage negotiator and the founder of platform wrap Nucleus are on the top billing for a Financial Planning conference in Scotland starting today.