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About 23 results for "cfpcm"

Real Life Case Study: Keith Mackie CFPCM and Rhian Morgan
Financial Planner Online

My Business: Nicola Watts CFPCM

Nicola Watts CFPCM For our regular monthly one on one with a Financial Planner, this time we speak to Jane Smith Financial Planning's director Nicola Watts CFPCM to discuss how she's built her firm, based in Olney, Bucks, how it began and her ... Financial Planner Online, 3 days ago
Real Life Case Study: Keith Mackie CFPCM and Rhian Morgan Financial Planner Online, 1 week ago
My Business: Keith Churchouse CFPCM Financial Planner Online, 4 weeks ago

2 images for "cfpcm"

Financial Planner Online, 21 hours ago
Financial Planner Online, 1 week ago

Cashflow modelling the hot topic as IFP board member visits Northern Ireland

IFP board's Richard Allum CFPCM At the Northern Ireland branch meeting in Belfast in March, we were delighted to welcome IFP board member Richard Allum CFPCM from The Paraplanners to talk about cashflow modelling, reports branch chairman Robert ...
 Financial Planner Online4 weeks ago Richard Allum kickstarts IFP Paraplanning Conference 2015  Financial Planner Online1 week ago Fifth IFP Paraplanner Conference starting today  Financial Planner Online1 week ago

Rebecca Taylor FIFP, CFPCM: The differences between level 6 qualifications

This month I'm looking at what has sometimes been a rather controversial subject the differences between the IFP's CFP CM certification and the PFS/CII's Chartered Financial Planner designation. Both are titles that I hold. This debate has been ...
 Financial Planner Online2 weeks ago

Technical Update: Social investment tax relief

Richard Child CFPCM Director, Paradigm Norton The new world of Social Investment Tax Relief: does it have a role to play in the Financial Planning process? Social Investment Tax Relief is an area new to many Financial Planners but its importance ...
 Financial Planner Online1 month ago

FCA expert gives Paraplanners lowdown on report compliance

The key to making sure report writing meets regulatory requirements was outlined to Paraplanners this morning. Rory Percival, FCA technical specialist and former Financial Planner and IFP board member Melony Holman CFPCM, from Compliance & ...
 Financial Planner Online1 week ago

Hunt begins for UK's Certified Financial Planner of the Year

The Institute of Financial Planning's prestigious annual CFP Professional of the Year award has been launched and is open for entries until 12 June. The winner will be announced at the IFP Annual Conference in October, one of the UK's biggest ...
 Financial Planner Online1 week ago New research on Accredited Financial Planning Firms revealed  Financial Planner Online1 month ago Close takes over Financial Planning firm run by CFP pro  Financial Planner Online1 month ago Financial Planning firms to contend for prestigious IFP award  Financial Planner Online2 months ago

Deflation in the UK for first time since the 1960s

The inflation rate has turned negative, dropping from the record CPI low of 0% last month,the Office for National Statistics has reported this morning. It has dropped to -0.1% in the year up to April 2015, the ONS stated. The official ...
 Financial Planner Online1 week ago

ICFP Becomes First Financial Planning College To Give Pre-Placement Offer of Rupees 4.5 Lakhs to its Students

Comments NEW DELHI, May 18, 2015 /PRNewswire/ -- International College of Financial Planning (ICFP) adds another feather to its cap by offering Pre-Placement Job Offer to its students for Financial Planning programmes. ICFP has become the first ...
 AndhraNews.net1 week ago

IFP chief to lead debate over escalating need for advice

IFP chief executive Steve Gazzard will be among leading figures from the Financial Planning sector speaking at the Morningstar Conference next week. Mr Gazzard will chair a panel debate on how the new pension freedoms will escalate the need for ...
 Financial Planner Online3 weeks ago

Negative inflation 'probable' in coming months bank committee

It is "probable" that inflation will turn negative in the coming months, the Bank of England Monetary Policy Committee has said. In the minutes of its latest meeting, published this morning, the committee said that the inflation rate currently ...
 Financial Planner Online1 month ago
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