The Chartered Institute for Securities & Investment (CISI) has appointed Certified Financial Planner Carly Dunningham as chair of the CISI Financial Planning forum committee.

Professional body the Chartered Institute for Securities & Investment (CISI) has appointed Neil Atkinson Chartered FCSI to its Board.

West Sussex-based high net worth specialist Financial Planning firm Servo Private Wealth has been awarded CISI Chartered Firm status.

The Chartered Institute for Securities & Investment (CISI), the professional body which provides the Certified Financial Planner designation in the UK, has awarded CISI Chartered Firm status to wealth manager AHR Dubai.

The Chartered Body Alliance, the partnership of three professionals bodies with a combined membership of 200,000, has launched its first joint qualification, a Certificate in Climate Risk.