Julie Lord: Certified Financial Planner is ‘Chartered PLUS’

The Julie Lord column

So the debate has been raging about whether Chartered Financial Planner or Certified Financial Planner is more useful.

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Chartered firm snaps up two advisers and over 300 clients

Chartered Financial Planning group Fairstone has snapped up two advisers from Ascot Lloyd.

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Chartered planner: Corbyn plans 'threaten' legacy planning rules

Jeremy Corbyn’s tax proposals “threaten to rip up the rule book on legacy planning”, a Chartered Financial Planner claims.

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259 Chartered planners and youngest Fellow join PFS ranks

The Personal Finance Society has welcomed its youngest ever Fellow, aged 22, to its ranks today, along with 433 new Chartered, Associate and Fellow members.

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