Professionals at every level of the IFP reveal what they think about its possible merger with the CISI...
Board member Richard Allum, founder of The Paraplanners and the first paraplanner to be voted in 2012 onto the board of the Institute of Financial Planning To answer ‘why now', the IFP regularly reviews its strategy to deliver the mission of promoting financial planning and in 2014 the board agreed that a form of strategic partnership should be considered. The CISI is very keen to promote financial planning and has similar values and commitment to professional standards and CPD so a good fit. Like most people at first I was wary of change but, having been involved in the pro...
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