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About 14 results for "cfpcm"

New IFP Professional Forum Committee begins

Alan Dick CFPCM Chartered MCSI, chair of the IFP Professional Forum committee All members who were formerly members of the IFP now form part of a new group at the CISI the IFP Professional Forum. This group run under Chatham House rules will ... Financial Planner Online, 2 weeks ago

My Business: Quentin McCormick CFPCM

Quentin McCormick CFP CM of Pavis Financial Management discusses gaining Accredited Financial Planning Firm TM status and other developments for his growing Merseyside-based business. Financial Planner: Your firm recently gained accredited status ...
 Financial Planner Online3 weeks ago

Real Life Case Study: Paul Welsh CFPCM APP Chartered MCSI

Paul Welsh CFP CM Chartered MCSI, a Paraplanner at Financial Planning Corporation, helps business owners who were struggling to deal with expectations after selling their much treasured firm. Case Study Brief Andrew and Louise are in their late ...
 Financial Planner Online4 weeks ago

'Grotesque injustice' - advice firm hits out over FSCS bill

The way that the Financial Services Compensation Scheme is funded is a grotesque injustice against advisers and also unsustainable, the FCA has been told. The SimplyBiz Group has outlined the key changes it believes needs to be made to regulation ...
 Financial Planner Online3 weeks ago

'Exam fatigue may put advisers off annuity resales market'

Financial advisers suffering exams fatigue may be deterred from getting involved in the secondary annuities market, the boss of a Financial Planning firm has suggested. The Treasury has warned that advisers wishing to help clients in the new ...
 Financial Planner Online1 month ago

Paraplanner standard: Getting firms' support 'may be an issue'

A Paraplanner believes that employers might be reluctant to give their backing or the necessary time for Paraplanners to develop their own professional standards. Moves to create a new benchmark for Paraplanners are underway and are being led by ...
 Financial Planner Online1 month ago

Financial Planning MD fears 'big risks' in second hand annuities

The managing director of a Financial Planning firm fears there will be serious risks attached to the new second hand annuities market and said it must come with a warning. Martin Bamford CFPCM Chartered MCSI, from Informed Choice in Surrey, has ...
 Financial Planner Online1 month ago

Level 4 Financial Planning exams pilot coming soon

Plans to create a new CISI Level 4 Financial Planning qualification will be rolled out through a pilot during the first quarter of 2016. Alan Dick CFPCM Chartered MCSI, chairman of the newly established IFP Professional Forum Committee, hopes the ...
 Financial Planner Online1 month ago Financial Planner focused on new tech as he hits 30 year mark  Financial Planner Online1 month ago Financial Planner signs shirt deal with hockey club  Financial Planner Online2 months ago Financial Planning Scottish Conference begins today  Financial Planner Online2 months ago

'Most Paraplanner candidates didn't technically hit mark'

The director of a Financial Planning practice says most candidates she recently considered for a Paraplanning job failed to hit the mark technically and were unable to apply knowledge to a real life scenario. Jane Smith Financial Planning in ...
 Financial Planner Online1 month ago

'UK overtakes Australia as world number one for Paraplanning'

The UK is becoming the leading country in the world for Paraplanning, as professionals from nations around the world seek to follow its example, a top expert has told sister website Financial Planning Today. While around 15 years ago Australia may ...
 Financial Planner Online2 months ago
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