professionaladviser_logo

FOR SUSTAINABLE, PROFITABLE, CLIENT-FOCUSED ADVISER FIRMS

pin Sign in Join
pin
    • My account
    • Sign out
  • You are currently accessing Professional Adviser via your Enterprise account.

    If you already have an account please use the link below to sign in.

    If you have any problems with your access or would like to request an individual access account please contact our customer service team.

    Phone: +44 (0) 1858 438800

    Email: [email protected]

    • Sign in
logo
  • logo

    Search Professional Adviser

  • News
  • More

    Choose from below

    • Features
    • Opinion
    • Editor's View
    • People Moves
    • Market Movers
    • Feel Good Friday
    • Professional Adviser TV
  • Your Business
    • Recruitment
    • Platforms
    • MPS
    • Education
    • Technology
    • Paraplanning
    • Diversity
    • Succession planning
  • Your Profession
    • Pensions
    • Investment
    • Regulation
    • ESG
    • Protection
    • Estate planning
    • Tax planning
    • Retirement
  • Consumer Duty
  • Events
  • About

    Authors

    • Jen Frost
    • Jenna Brown
    • Sahar Nazir
    • Isabel Baxter

    Featured Content

    • Cost of Living
    • Partner Insight
    • InvestmentIQ
    • Equities Hub - in association with Capital Group
    • Multi-asset content hub

    Sister publications

    • BusinessGreen
    • COVER
    • Investment Week
    • Professional Pensions

    Incisive Media

    • Our company
    • Careers
  • Searchlogo

    Search Professional Adviser

    x
Join Sign in
 
    • My account
    • Sign out
  • You are currently accessing Professional Adviser via your Enterprise account.

    If you already have an account please use the link below to sign in.

    If you have any problems with your access or would like to request an individual access account please contact our customer service team.

    Phone: +44 (0) 1858 438800

    Email: [email protected]

    • Sign in
    • Sign in

certified financial planner

Charging

Certified financial planners 'generate higher profits' - poll

Those with the Certified Financial Planner (CFP) certification generate higher revenues and profits for firms than those without it, according to a poll.

clock 04 February 2014 •

Your profession

Worldwide Certified Financial Planners top 150,000

Worldwide Certified Financial Planner numbers (CFP) have topped 150,000 after rising by 5,500 in the last year, the owner of the certification programme has said.

clock 28 January 2014 •

Your profession

IFA 'sees the light' to embark on lifestyle financial planning

A Wigan-based IFA of 12 years is taking his career in a new direction - by embarking on the journey to become a lifestyle financial planner.

clock 17 January 2014 •

Your profession

George Kinder: 17 ways to make your clients trust you

Kinder Institute of Life Planning founder George Kinder believes the distrust among consumers in the financial services industry is "too thick" for one single idea to bring it back on track - so he gives 17 ways to rebuild it.

clock 17 July 2013 •

Adviser tips

Which is better in 2013: Chartered or Certified?

HEAD TO HEAD

clock 04 July 2013 • 4 min read

Regulation

Are financial planners best-placed to deliver will-writing services?

WILLS

clock 13 June 2013 •

Your profession

Financial planners: how to hire the top 10%

RECRUITMENT

clock 29 November 2012 •

Your profession

Financial planner named in top five US jobs

Being a financial planner has been named one of the top five jobs in the US, according to a study based on government statistics.

clock 12 April 2012 •

Investing in the profession

IFP Conference: First accredited firms named

The Institute of Financial Planning (IFP) has named the first 25 businesses to be included in its register of Accredited Financial Planning Firms.

clock 05 October 2011 •

Investing in the profession

IFP launches gap-fill programme for CFPs

Certified Financial Planners (CFP) will have access to gap-fill sessions in nationwide events organised by the Institute of Financial Planning (IFP).

clock 09 May 2011 •
234
  • Contact Us
  • Marketing Solutions
  • About Incisive Media
  • Privacy Settings
  • Careers
  • Terms & Conditions
  • Policies
FOLLOW US
Incisive Media

© Incisive Business Media Limited, Published by Incisive Business Media Limited, New London House, 172 Drury Lane, London WC2B 5QR. Registered in England and Wales with company registration number 09178013. Part of Arc network, www.arc-network.com

DIGITAL PUBLISHER OF THE YEAR
right wallpaper ad
Loading.gif?page type=listing page&tag=certified financial planner