The CISI is to make significant changes to the pathway to its Certified Financial Planner qualification but it will not be “watered down,” the incoming CISI head of Financial Planning Jacqueline Lockie told the annual conference this week.
Read more ...CISI to revamp Certified Financial Planner designation
- Tuesday, 26 September 2017
- Articles
New Powwow host Caroline Stuart talks to FP Today
- Thursday, 07 September 2017
- Articles
Caroline Stuart FPFS, a Chartered Financial Planner and head of technical at Financial Planning firm DB Wood in Newark, is the new host of this year’s Paraplanner Powwow taking place next week.
Read more ...Paraplanning community mourns loss of a shining light
- Thursday, 24 August 2017
- Articles
The UK Paraplanning community is mourning the loss of one of its brightest stars, Gary Tunstall FPFS CFPTM, who died last weekend at the age of 41 after a long battle with stomach cancer.
Read more ...Supporters raise £3k following death of top Paraplanner
- Thursday, 24 August 2017
- Articles
Friends and family have so far raised nearly £3,000 for the hospice which cared for one of UK Paraplanning's brightest stars, Gary Tunstall FPFS CFPTM, 41, whose funeral took place last week.
Read more ...Fund in memory of star Paraplanner reaches nearly £4,400
- Thursday, 24 August 2017
- Articles
Friends and family of award-winning Paraplanner Gary Tunstall FPFS CFPTM, who died recently after a battle against cancer at the age of 41, have raised nearly £4,400 for the hospice which cared for him in his last days.
Read more ...Partner thanks supporters for raising £4.4k in memory of Gary
- Thursday, 24 August 2017
- Articles
The partner of award-winning Paraplanner Gary Tunstall FPFS CFPTM , who died recently after a battle against cancer at the age of 41, has thanked supporters who have raised nearly £4,400 for the hospice which cared for him in his last days.
Read more ...Young planners can win £2k to attend South Africa conference
- Monday, 21 August 2017
- Articles
Risk profiling software provider FinaMetrica is offering young Financial Planners and Paraplanners a chance to attend the prestigious Financial Planning Institute Annual Conference in South Africa.
Read more ...Trainee Financial Planner wins £2k study trip to South Africa
- Monday, 21 August 2017
- Articles
A young Financial Planning trainee has said he is thrilled to have won a £2,000 prize to fund a trip to the annual conference of South Africa's Financial Planning Institute in Cape Town.
Read more ...Estate planning online Paraplanner seminar this week
- Monday, 24 July 2017
- Articles
Trusts and Estate Planning will be the focus of an online seminar for Paraplanners which takes place on Wednesday.
Read more ...AJ Bell appoints new sales director to work on SIPPs
- Thursday, 06 July 2017
- Articles
Major platform provider AJ Bell has appointed a new sales director who will work mainly on SIPP products.
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