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Editor’s Column: Why Planning is more than numbers 

There is a lot more to Financial Planning than adding up numbers or inputting data into a cashflow modeller.

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PFS reveals ‘financial freedom’ theme for virtual conference

The Personal Finance Society (PFS) has revealed ‘financial freedom’ will be the theme for its virtual conference in November.

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CII shelves PFS plans until review concluded

The Chartered Insurance Institute board has shelved, at least temporarily, any plans to deregister its Chartered Financial Planner-body, the Personal Finance Society, until the results of a major review are known next year.

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Exclusive: Q&A with CII chief executive Sian Fisher

 

In this exclusive Q&A Sian Fisher, CEO of the Chartered Insurance Institute, answers some key questions from Financial Planning Today Editor Kevin O'Donnell on the future of the organisation, its Personal Finance Society arm, and plans to consult with members on the direction of the 125,000 member professional body.

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