CISI's Amyr Rocha Lima: Are clients overwhelmed?
- Wednesday, 28 December 2022
- Articles
Looking ahead to 2023, as Financial Planners we must be aware of the opportunities and challenges that lie ahead in the world of Financial Planning.
Read more...Editor’s Comment: A global movement making waves
- Friday, 10 February 2023
- Articles
Amid a sea of gloomy news - zero growth anyone? - it was cheering to see this week that global Financial Planner numbers are on the rise.
Read more...CFP Professional numbers up 6.3% in UK
- Thursday, 09 February 2023
- Articles
After years in the doldrums, the number of CFP Professionals in the UK grew by 6.3% over the past year, the CISI has reported.
Read more...'Godfather of UK Financial Planning' dies at 83
- Monday, 09 January 2023
- Articles
Paul Etheridge MBE, founder of the Institute of Financial Planning (IFP), has died aged 83 at his home near Cheltenham.
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