We have come a long way since former MP Mark Hoban, who at the time was working in the Treasury, declared to the chagrin of the profession that advisers held qualifications equivalent to McDonald's workers.
There is always more to do though ('twas ever thus), so this week we are joined by the Chartered Institute for Securities & Investment (CISI's) head of financial planning Jackie Lockie, pictured left. If you do not know who she is already then you definitely should!
In this episode, we talk financial planning exams, ethics, standards, and, oh, did we mention? There is the usual weekly quiz.
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