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Introduction to Financial Life Planning workshops. IFAs signing up here

22 February 2010

After the huge popularity of our first workshop in London on 19th March, we are delighted to announce five further workshops.     Read the full story >>

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09 March 2010

The mass marketing of financial planning

It’s daylight savings this week -- brought to you by Sun Life Financial. At least that’s what the newest marketing strategy f... Read the full story »

09 March 2010

CFP Board hikes requirement for certification exam

Certified Financial Planner Board of Standards Inc. is raising the education requirement for planners and advisers seeking to take the gr... Read the full story »

08 March 2010

A Stitch in Time Saves Nine: Cognitive Fluency and the Financial Planner

This is a guest post from Richard Pelletier, Principal of Lucid Content in Portland, Oregon. In this second post of a two part series, Ri... Read the full story »

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