CFP

Financial Planning Standards Board calls for enhanced oversight of crypto assets and fin-fluencers 

Regulation

Financial Planning Standards Board calls for enhanced oversight of crypto assets and fin-fluencers 

clock 01 June 2022 • 4 min read
Financial Planning Standards Board CEO and founder Noel Maye to step down

People Moves

Financial Planning Standards Board CEO and founder Noel Maye to step down

clock 19 May 2022 • 3 min read
People moves: Beaufort Investment, CISI, Brewin Dolphin, Gresham Technologies

People Moves

People moves: Beaufort Investment, CISI, Brewin Dolphin, Gresham Technologies

clock 10 November 2020 •
CISI: Advisers falsely claiming certification ‘could face legal action’

Regulation

CISI: Advisers falsely claiming certification ‘could face legal action’

clock 27 November 2017 •
US football players' ass'n to require players' advisers be CFP and/or CFA certified

Investments

US football players' ass'n to require players' advisers be CFP and/or CFA certified

clock 20 November 2017 •
HSBC, FPSB unveil ‘global partnership’ to promote planning, CFP certs

Banking

HSBC, FPSB unveil ‘global partnership’ to promote planning, CFP certs

clock 28 April 2017 •
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