Chartered Financial Planner and author Shute reveals client tips
- Tuesday, 18 September 2018
- Articles
Chartered Financial Planner, author and Chartered Wealth Manager, Warren Shute, has revealed his tips on gaining and keeping clients.
Read more...New Chartered Wealth Manager, 26, wins promotion
- Monday, 10 April 2017
- Articles
A 26 year-old who recently became qualified as a Chartered Wealth Manager has won promotion at his firm.
Read more...Ex-IFP chief: My love for Financial Planning still strong 30 years on
- Tuesday, 08 November 2016
- Articles
Former IFP President Julie Lord, Chartered & Certified Financial Planner & Chartered Wealth Manager, has reached the 30 year mark in her career. Below, she writes about her experiences to date, reflecting on her three decades in Financial Planning and explaining why she is just as enthusiastic now as ever before.
Read more...CISI wants 'level playing field' with PFS Chartered designation
- Friday, 07 October 2016
- Articles
The Chartered Institute for Securities & Investments is to seek a more “level playing field” with the PFS’s rival Chartered Financial Planner qualification.
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