Equality, diversity and inclusion (EDI) initiatives have improved innovation and employee engagement at Chartered Financial Planning firms, according to a survey by the CII.

Global Financial Planning professional body The Financial Planning Standards Board has added a new award recognising individuals for their outstanding contributions to the profession.

The Chartered Insurance Institute, parent organisation of The Personal Finance Society, has awarded 33 prizes for performance in its exams during 2022.

The Chartered Institute for Securities & Investment has been reprimanded by the Information Commissioner’s Office (ICO) following a data breach on 17 February 2020.