Chartered Financial Planners

Advisers have expressed concerns over plans to permit Certified Financial Planners to add the Chartered Wealth Manager designation by taking an online ethics exam, should a proposed merger between the Institute of Financial Planning (IFP) and Chartered...

Zurich-backed network Openwork has launched a training programme to help its advisers attain QCF Level 6 qualifications and the Chartered Financial Planner designation.

An advice firm consolidator is requiring all of its advisers to attain Chartered status, requiring Level 6 qualifications - two grades above the minimum.

The standards advice firms must meet to call themselves Chartered are set to get much tougher, as the Chartered Insurance Institute (CII) embarks on a radical overhaul of the label.

Almary Green was named Chartered firm of the year at the Personal Finance Society's annual gala dinner last night.

The Personal Finance Society (PFS) has named the managing director of Chartered IFA Chadney Bulgin David Thomas as its president for 2014/15.

Advisers have accused the Personal Finance Society (PFS) of creating a "two-tier membership" after it emerged some will be left out of the new version of the organisation's adviser database and will not have the same details displayed on their profiles...

A financial adviser is among 13 people charged in connection with allegations that they conspired to cheat HM Revenue & Customs (HMRC) out of £2.5m of tax via a complex film scheme designed for that purpose.

CIRCLE OF TRUST

The Chartered Insurance Institute (CII) has laid out its plans to overhaul the corporate Chartered status for firms, in a drive to achieve greater trust among consumers and raise standards across the profession.