CISI reveals first 3 to pass new Financial Planning exam

The Chartered Institute for Securities & Investment, the body which awards the Certified Financial Planner qualification, has announced the first three people to pass its new-style Level 6 exam in Advanced Financial Planning.

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CISI pension transfer exam gets FCA approval

The Chartered Institute for Securities & Investment’s new Level 6 Certificate in Pension Transfers & Planning Advice has received approval from the FCA, says the professional body.

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FPSB UK reports strong interest in CFPCM certification

With advisers now qualified to Level 4, more individuals are looking to take advanced level qualifications such as Certified Financial PlannerCM certification. Read more...