The Institute of Financial Planning board today announced that it has voted to formally approve the merger with the CISI and has also announced that interim CEO Steve Gazzard will be stepping down. Read more...

2014 has been an eventful year, busy, at times frantic, but as always there has been a lot of learning and a lot of laughter along the way.

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.