THE REVIEW

The CERTIFIED FINANCIAL PLANNER^TM certification was introduced to the UK in 1995. We look back at how it has helped to shape the financial planning sector and explore what might be in store for the future
by Dominic Dudley

Sally Plant is the new head of financial planning at CISI

The inaugural virtual CISI Financial Planning Conference featured experts from around the world, with delegates enjoying networking at virtual round tables and breakout sessions
by William Monroe and Bethan Rees

The Covid-19 pandemic has affected mental health on a global scale. We take a look at some of the data and treatment options available
by Paul Bryant

A glimpse into this year's conference, as reported by FT Adviser and IFA Magazine
by Bethan Rees

The CISI’s virtual Financial Planning Awards 2020 were held on Tuesday 13 October to conclude the first day of our first ever virtual Financial Planning Conference. Congratulations to all the winners!

5–11 October is a big week for financial planning globally, including the CISI’s Financial Planning Week, World Financial Planning Day, and World Investor Week
by Bethan Rees

Writing a financial plan using the client’s own words doesn’t always provide a defined picture of what the client wants and an actionable strategy, says Jacqueline Lockie CFP™ Chartered FCSI, CISI head of financial planning

Scammers are taking advantage of Covid-19 to victimise pension savers
by Bethan Rees

Craig Chapman CFP™ Chartered MCSI, founder and managing director at The Fundamental Group, explains how the firm enables clients to align their wealth with purpose
By Jane Playdon. Photo by Maria Assia Photography

Hayley Knight, director of Contract Paraplanning Services (CPS) and AFA Paraplanner Pulse National Chair, Australia, is hosting a panel discussion at the conference, shining a light on paraplanning in Australia
by Bethan Rees

Liz Field, CEO of the Personal Investment Management & Financial Advice Association (PIMFA), on staying safe, managing mental health, and her advice for the younger generation
by Bethan Rees

There are plenty of good reasons for sound financial planning, regardless of wealth
by Paul Bryant