The Review |

Number of CFP™ professionals worldwide nears 162,000

Feb 10, 2016

The Financial Planning Standards Board (FPSB), owner of the international CERTIFIED FINANCIAL PLANNER^TM certification program outside the United States, reported that the number of CFP^TM professionals reached a new global high of 161,826 at year-end 2015

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Do not miss out on a great opportunity to attain Chartered status

Feb 9, 2016

Many CERTIFIED FINANCIAL PLANNER^TM professionals and fellows have yet to grasp the chance to become a Chartered Wealth Manager, the CISI has said

Letter from Eastcheap: February

Feb 8, 2016

CISI members will ensure that financial planning’s voice will grow in strength

Financial planning professionals encouraged to go for Chartered Wealth Manager title

Feb 8, 2016

Chartered Wealth Manager is a title awarded by the CISI to recognise senior members at the pinnacle of their profession

Preparing a £15m plan

Feb 5, 2016

Paul Welsh CFP^TM Chartered MCSI, a Paraplanner at Financial Planning Corporation, helps business owners struggling to deal with expectations after selling their much treasured firm

The CISI announces deal with the Chartered Institute of Stockbrokers of Nigeria

Feb 5, 2016

The Chartered Institute of Stockbrokers of Nigeria (CIS) has confirmed a partnership deal with the CISI, which will involve the two Institutes focusing on the areas of integrity and continuing professional development (CPD)

Word on the web: SME lending is flying high

Feb 5, 2016

Private equity investors, as well as alternative financiers, are buoying small and medium-sized businesses

First person: Time to rethink gender-biased investment products

Feb 3, 2016

Despite a growing number of female high net worth individuals, investment products are still generally designed with men in mind. The Review columnist Anthony Hilton believes robo-advisers may be the key to more gender-balanced products

Accredited Financial Planning Firms™ scoop regional awards

Feb 2, 2016

Accredited Financial Planning Firms^TM dominated the New Model Adviser Awards ceremony in early 2016, providing five out of the eight regional winners

New resources available from the CISI to support professional development

Feb 1, 2016

New materials have been introduced and are now available from the CISI to support our professional development