Chartered Financial Planners

Investing in the profession

CII launches consultation seeking feedback on Chartered proposition

11 years since launch of three Chartered titles

clock 16 August 2018 • 1 min read

People

Claire Walsh joins Schroders as personal finance director

'Vocal about championing financial knowledge'

clock 01 August 2018 • 1 min read

Investing in the profession

SJP adviser becomes UK's youngest Chartered financial planner

Former professional tennis player

clock 15 February 2018 • 2 min read

Your profession

Unbiased urges members to update qualification records

Following Which? investigation

clock 28 November 2017 • 2 min read

People

Cervello's Sam Whybrow on the virtues of life planning

Fighting the 'airy-fairy' stigma

clock 09 May 2017 • 3 min read

People

19-year-old youngest to receive financial planning diploma

Works in SL's Edinburgh office

clock 06 April 2017 • 1 min read

Your profession

Chartered bodies form alliance in consumer engagement push

To promote professionalism

clock 01 March 2017 • 1 min read

Your profession

Are advisers missing out when it comes to international standards?

ISO 22222 accreditation not embraced by many

clock 20 February 2017 • 3 min read

Your profession

Young and educated: How to overcome the 'salesman in a suit' stereotype

Two young advisers share their views

clock 30 November 2016 • 3 min read

People

PFS celebrates 400 new adviser graduates

PFS is campaigning for 'greater professionalism'

clock 07 October 2016 • 1 min read
Most read
01

How advisers should approach inheritance planning with clients

22 November 2024 • 4 min read
02

IFAs and clients 'misaligned' on value of financial advice

19 November 2024 • 2 min read
03

Farmers and IHT: Why the chancellor's methods are wrong

21 November 2024 • 5 min read
04

From photography to advice: Laura Laws on capturing clients' hearts

21 November 2024 • 4 min read
05

Margetts Wealth directors complete management buy-in

21 November 2024 • 2 min read