600 pass Financial Planner exams during pandemic
- Tuesday, 27 October 2020
- Articles
More than 600 financial advisers have passed their Personal Finance Society Chartered Financial Planner exams since lockdown measures were introduced to slow the spread of Coronavirus in March 2020.
Read more...Hundreds of Planners backed Financial Planning Week
- Tuesday, 13 October 2020
- Articles
Preliminary figures from the CISI reveal that 130 Financial Planning offices offered free surgeries to the public during Financial Planning Week #FPWUK which took place last week.
Read more...CISI and CII set to share HQ in London
- Monday, 07 September 2020
- Articles
The Chartered Institute for Securities & Investment and the Chartered Insurance Institute - the parent body of the Personal Finance Society - are to share HQ offices in the iconic ‘Walkie Talkie’ building in the City of London.
Read more...One in ten Planners feel unsafe during pandemic
- Wednesday, 26 August 2020
- Articles
Some 10% of Financial Planners said they did not feel safe from Covid-19 while working in the current climate in a recent survey.
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