The Caribbean Financial Planning Association has been celebrating its seventh anniversary this week.

The milestone was marked on 22 October for the organisation, which was set up by Jon Golding, a founder of the UK Institute of Financial Planning.
Nick Cann, the UK IFP chief executive, now recovering from stroke and whose role is being covered by Steve Gazzard, helped in the early days with guidance for the CFPA to emulate the British corporate model – becoming a non-profit association limited by members' personal guarantees.

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The CFPA is the first association of its kind in the 15-nation CARICOM region. Its advisory board includes presidents of the US, UK and Southern African Financial Planning institutes. Mr Golding said: "The CFPA's main mission is client education first, towards long-term self-reliance; eventually leading to more stable and prosperous regional economies.
"Professional education of CFPA members is offered through online courses from the UK, Canada and USA where memorandums of understanding have been signed with leading professional bodies.
"A public education agenda is being prepared for 2015 in collaboration with the leading business school in the Caribbean."
The association says it is the only Financial Planning body to serve 15 nations, including Barbados and Jamaica.

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