certified financial planner

Six advisers name their business heroes

CISI-IFP merger is 'biggest opportunity'

The Institute of Financial Planning (IFP) is to announce its decision on whether or not to merge with the Chartered Institute for Securities & Investment (CISI) on Monday 7 September, following a four-week consultation with members.

Will IFP-CISI merger damage financial planning?

Why I've changed my mind on IFP-CISI merger

CISI chief Simon Culhane on body's proposed merger with the IFP

A merger between the Institute of Financial Planning (IFP) and Chartered Institute for Securities & Investment (CISI) could see the launch of a QCF Level 4 financial planning qualification.

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...

The head of the organisation charged with promoting and setting standards for financial planning around the world believes it is possible to communicate its value to a UK public already sceptical about broader financial services.

Most financial planners - defined as those with the certified financial planner (CFP) designation - expect to see client numbers rise over the coming years, a global survey has shown.