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Tag Archives: chartered financial planner
Budget 2011: Live Webcast
Informed Choice chartered financial planner Nick Bamford presented a live webcast this morning to discuss the main personal finance measures announced in the Budget. You can watch it here.
Posted in Financial Planning, News
Tagged budget, chartered financial planner, income tax, inheritance tax, live webcast, nick bamford, update
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Exam passes at Informed Choice
Congratulations to Philip Sullivan and Dermott Whelan of Informed Choice for passing their exams in the latest round of results for the Chartered Insurance Institute (CII) Diploma and Advanced Diploma qualifications.
Raising qualification standards
A key part of the Retail Distribution Review (RDR) proposals from the Financial Services Authority was raising the minimum benchmark qualification level for all financial planners.
