CII shares views on the future of financial planning

Keith Richards, CEO of the Personal Finance Society and managing director for engagement at the CII, was interviewed by the NextGen Planners for their YouTube live broadcast event on 23 June.

Mr Richards shared his views on the future of financial planning in Hong Kong and mainland China from the perspective of a professional body.

NextGen Planners is a membership organisation focused on supporting the financial planning community and offering best practice for young financial planners.