Paraplanner Kimberley wins PFS Fellowship award
- Thursday, 05 March 2020
- Articles
A Paraplanner who started as a junior has won the prestigious Simon Wheatley Shield and a £250 cash prize for being an outstanding candidate while completing her PFS Fellowship.
Read more...Guest Column: Beware 'death by cashflow modelling'
- Wednesday, 26 February 2020
- Comment
It is human nature that when we are asked to give an opinion or to answer a question that what we say in response has positive connotations, that is we want to be able to help and where possible give good news, writes Certified Financial Planner and Chartered Wealth Manager John Rook.
Read more...CISI flagship Paraplanner Conference shifts to London
- Tuesday, 11 February 2020
- Articles
The CISI’s Paraplanning Conference is to move to London this year and will be free for the first time for CISI members.
Read more...Dan Atkinson: So what does the CISI do for Paraplanners?
- Tuesday, 11 February 2020
- Comment
For some people, their professional body is just a means to retaining the letters after their name or a Statement of Professional Standing. This is part of what our professional bodies do, but it’s not the only thing. They are far from just being certificate-generating exam providing organisations.
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