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Global Financial Planning community gathers in Bangkok

Starting today Financial Planners from across the globe are gathering in Bangkok, Thailand, to discuss the future of the profession.


World Financial Planning Day 2018 set for 3 October

The global Financial Planning body the Financial Planning Standards Board is to hold its annual World Financial Planning Day 2018 on Wednesday 3 October.


Global CFP body FPSB appoints new chairman for 2018

The FPSB, the global body for setting Certified Financial Planner standards, has elected Cary List CFP, President and CEO of Canada’s Financial Planning professional body, to serve as FPSB Council chairperson in 2018.


CISI urges members to back first World Financial Planning Day

The Chartered Institute for Securities & Investment is urging members to get behind the first ever World Financial Planning Day to be held on Wednesday 4 October.

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