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  • Powwow founder proposes Paraplanning academy

    Richard Allum CFPCM

  • New Level 4 Financial Planning and Advice exam launches

  • Chartered Financial Planner expands his training academy

  • Chartered v Certified: 'Titles aren't what matters to clients'

    website of Money Plan-it (Wealth Management)

  • 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

  • CISI Financial Planning head Edgar to become consultant

    CISI head of Financial Planning Campbell Edgar

  • First World Financial Planning Day set for October

    World Financial Planning Day

  • CISI to revamp Certified Financial Planner designation

    CISI incoming head of Financial Planning Jacqueline Lockie

  • Warren Shute wins CFP of the Year Award

    CFP of the Year

  • Which? warns false use of Planner designations is rife

    Which? website

  • CISI threatens ‘false’ CFP advisers with court action

    CISI logo

  • Leading Financial Planner to quit the CISI

    Martin Bamford, managing director, Informed Choice

  • Paradigm Norton exec is new CISI IFP forum chair

    Martin Ruskin, new chair of IFP Forum of the CISI. (image courtesy of Paradigm Norton)

  • CISI members confident about UK economy - survey

    Simon Culhane, Chartered FCSI and CISI chief executive

  • CISI unveils fast track Certified Financial Planner training

    CISI HQ in London

  • Chartered Financial Planner guards athletes

    Carl Lamb, managing director, Almary Green Investments

  • Chartered Financial Planners begin new acquisitions

    Lee Hartley, chief executive officer at Fairstone

  • Chartered Financial Planner’s firm’s £1.2m double acquisition

    Alan Hudson

  • Chartered Financial Planners launch IFA buy out programme

    Lee Hartley

  • Leading planner appointed CISI Southern President

    CISI Southern Branch President Keith Churchouse

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