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 Institute of Securities and Investment (CISI) go ahead.
Both the IFP and CISI have told Professional Adviser that, under existing proposals, Certified planners would be able to add the title by taking the 'Integrity Matters' examination and paying a £35 administration...
Chairs first meeting this afternoon
'For administration services'
Following 'Dispatches' expose
Thesis Research and Consultancy Service (TRACS)
Du Toit appointed executive chairman