- Friday, 24 March 2017
- Comment and Blogs
Much debate is ongoing about the merits of being a Certified or Chartered Financial Planner, writes Keri Carter CFPTM, managing director of Broadway Financial Planning.Read more...
- Friday, 17 March 2017
I wrote early in 2017 about my hopes for the industry, and touched on unifying Financial Planning and Paraplanning communities, and how any future merger of the PFS and the CISI might give Paraplanners a voice.Read more...
- Wednesday, 15 March 2017
I read with interest this week that the term “Financial Planner” has been recognised legally in Australia, writes Simon Culhane, Chartered FCSI, CISI chief executive.Read more...