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  • Number of CFP holders globally up 5,652 to hit record 236,300

    The number of Certified Financial Planners around the world rose by 5,652 in 2025, latest data from the FPSB (Financial Planning Standards Board) reveals.

  • Financial Planner: IHT to keep rising as receipts hit £3.4bn

    HMRC offices
  • Global Financial Planning body seeks two CFP pros for board roles

    Steve Helmich, FPSB board chairperson
  • CFP status is high on employers' wishlist

    The report document by BWD
  • Global Financial Planning body seeks two CFP pros for board

    Steve Helmich, FPSB board chairperson
  • Consumers more confident with CFP pro than adviser

    Noel Maye, FPSB chief executive
  • FPSB's first 'Colloquium' to boost academic research into Financial Planning

    FPSB logo
  • CISI wants 'level playing field' with PFS Chartered designation

    CISI Q&A session at CISI Financial Planning Conference
  • Ex-IFP chief: My love for Financial Planning still strong 30 years on

  • Kinder: Chartered and Certified both unsustainable

  • Julie Lord: Certified Financial Planner is ‘Chartered PLUS’

     Julie Lord CFPTM Chartered FCSI, right, with business partner at Magenta Financial Planning, Gretchen Betts CFPTM Chartered MCSI
  • Chartered Financial Planner hired as partner by London firm

  • CISI Financial Planning head Edgar to become consultant

    CISI head of Financial Planning Campbell Edgar
  • Chartered Planner: Make firms accountable on equality

  • Kinder: Why I’m a huge fan of robo-advice

    George Kinder, founder of Life Planning
  • CISI unveils fast track Certified Financial Planner training

    CISI HQ in London
  • Two Financial Planning firms reveal merger details

    Barry Horner
  • Financial Planner reveals ‘dog walking’ means happier clients

    Keri Carter
  • Chartered and Certified Financial Planner reveals client tips

    Matthew Aitchison
  • CISI urges planners to back Financial Planning Week 2018

    FP Week 2018 logo
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