Advisers hail ‘hybrid model’ for Financial Planning
- Wednesday, 17 April 2019
- Articles
Most financial advisers now believe a hybrid of traditional face to face service combined with elements of robo-advice will be the future of Financial Planning.
Read more...Royal London backs Financial Planning mentoring scheme
- Wednesday, 27 March 2019
- Articles
Royal London has become the third firm to give its support to the CISI’s Financial Planning Mentoring Scheme - offering its technical helpline to scheme mentors and mentees.
Read more...Firm gains CISI Accredited Financial Planning status
- Monday, 18 March 2019
- Articles
The Chartered Institute for Securities & Investment (CISI) has revealed that Sheraton Financial Planning, based in Fareham, Hampshire, has become a CISI Accredited Financial Planning Firm.
Read more...CISI relaunches CFP as ‘highest’ UK planning qualification at Level 7
- Monday, 04 March 2019
- Articles
The Chartered Institute for Securities and Investment is to relaunch its Certified Financial Planner designation with a new pathway which will move the qualification up from Level 6 to Level 7.
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