Chloe Moran: My top Financial Planning wishes for 2019

As 2018 comes to a close and we look back over 2018 and the progress that has been made in the Financial Planning industry, now is a good time to think about what change we want to see in 2019.

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Chloe Moran: Ethics and profits - we can have both

“There is one and only one social responsibility of business – to use its resources and engage in activities designed to improve its profits so long as it stays within the rules of the game, which is to say, engages in open and free competition, without deception or fraud.” [Milton Friedman, Capitalism and Freedom, 1962.] How things have changed!

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Chloe Moran: Millennials, avocados and Financial Planning

Last year I read an article offering some advice to millennials from a millionaire, “if you want to buy a house, stop buying avocado toast.” Thank you Tim Gurner. I don’t think I’ve ever had avocado toast and I am yet to be a homeowner. 

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Chloe Moran: The true value of CPD

What is CPD? According to the Personal Finance Society: “Continuing Professional Development (CPD) is activity undertaken to ensure members' skills and knowledge are up-to-date.”

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