Dan Atkinson: What is the purpose of Financial Planning?

What exactly is the purpose of Financial Planning? How do we represent it to the public? Why should they feel compelled to engage and pay fees for it? What is the value? I’m not going to go deeply philosophical on you – don’t worry! But what is it that we do? What purpose – economic, social, or other – do we serve? If we aren’t clear in our own minds how can we help clients to realise the importance of what we do.

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Nicola Watts: Financial Planning is a sharing community

Last week I attended the CISI Financial Planning Annual Conference and this week, as part of my duties as branch president of our local CISI branch, I was delighted to help in the hosting of a round-table discussion.

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New look CFP and other changes coming from CISI

CISI head of Financial Planning Jacqueline Lockie CFP announced a raft of improvements to the professional body's qualifications and support services for members at the CISI Annual Financial Planning Conference 2018 today in Birmingham.

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Organisers reflect on 'best ever' Paraplanners Powwow

Just over a week after this year’s national Paraplanners Powwow organisers have reflected on the event, which saw many new faces and a record number of ‘campfire’ sessions.

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