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NextGen kicks off 60-day CFP designation challenge

NextGen Planners will this week kick off a free 60-day challenge to help financial planners working on the level 6 advanced certificate in financial planning from the Chartered Institute for Securities and Investment (CISI). ....

Adam Owen , Jackie Lockie , Institute For Securities , Nextgen Planners , Chartered Institute , Lockie Consultants , Gen Planners ,

Voting is now closed for the PA Personality of the Year 2021


Voting is now closed for the PA Personality of the Year 2021
Shortlist of seven
Voting to decide the 2021 Personality of the Year at the PA Awards is now closed - but you can still register to watch the awards ceremony on 11 March.
The award recognises an individual who stands out for their contributions to the financial advice sector and, while it goes without saying advisers tend to be heavily represented in our list, where appropriate,.
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PA is dedicated to championing professional advisers. It helps you build your business, service clients and generate sustainable income. ....

Steve Nelson , Ed Morell , Keith Richards , Jackie Lockie , Cathi Harrison , Chris Budd , Institute Of Financial Planning , Founder Of The Initiative For Financial , Verve Group , Spare Change , Financial Wellbeing , Financial Planning , Personal Finance , Forces Moneyplan , Take Stock , Your Profession , ஸ்டீவ் நெல்சன் , எட் மோரேல்ல் , கேய்ட் ரிச்சர்ட்ஸ் , கேத்தி ஹாரிசன் , கிறிஸ் மொட்டு , நிறுவனம் ஆஃப் நிதி திட்டமிடல் , நிறுவனர் ஆஃப் தி முயற்சி க்கு நிதி , வர்வ் குழு , உள்ளன மாற்றம் , நிதி நல்வாழ்வு ,