Carter: CFP is only recognised title for proper Financial Planning

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.

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Atkinson: Paraplanners will need Chartered status

The whole ‘Chartered Body Alliance’ thing seems to have come out of nowhere to me. Clearly it has been brewing for a while and I think that it is a good thing for financial services.

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Watts: Beginning of end for Certified Financial Planner?

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.

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Culhane: Financial Planning will get Chartered alliance boost

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.

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