Young Chartered Planner set to take over family firm
- Friday, 06 August 2021
- Articles
Young Financial Planner Ravi Prema, who qualified as a Chartered Financial Planner at 23 years old, is being lined up to take over the family-run financial advice business Prema Financial Services.
Read more...WH Ireland achieves Chartered status
- Wednesday, 21 July 2021
- Articles
Wealth management firm WH Ireland has achieved corporate Chartered Financial Planning status from the Chartered Insurance Institute (CII).
Read more...CII shelves PFS plans until review concluded
- Friday, 16 July 2021
- Articles
The Chartered Insurance Institute board has shelved, at least temporarily, any plans to deregister its Chartered Financial Planner-body, the Personal Finance Society, until the results of a major review are known next year.
Read more...Exclusive: Q&A with CII chief executive Sian Fisher
- Friday, 16 July 2021
- Articles
In this exclusive Q&A Sian Fisher, CEO of the Chartered Insurance Institute, answers some key questions from Financial Planning Today Editor Kevin O'Donnell on the future of the organisation, its Personal Finance Society arm, and plans to consult with members on the direction of the 125,000 member professional body.
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