Making technology work for Financial Planners

Financial Planners are increasingly turning to technological solutions to help them better engage with clients or run their business more effectively.

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CISI launches Chartered qualification in Cyprus

Cyprus based finance professionals are being offered the chance to study for the CISI’s Chartered Wealth Manager qualification.

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CISI Chartered Wealth Manager Scholarship winner revealed

The CISI has announced the winner of its £2,500 Chartered Wealth Manager Scholarship for 2018.

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Chartered Financial Planner and author Shute reveals client tips

 

Chartered Financial Planner, author and Chartered Wealth Manager, Warren Shute, has revealed his tips on gaining and keeping clients.

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