The CFA (Chartered Financial Analyst) Society of the UK has become the fourth organisation to join The Chartered Body Alliance, the partnership of professional bodies.

Christopher Morris, head of Financial Planning policy & engagement of the Chartered Institute for Securities & Investment (CISI), will join the FPSB Chief Executive's Committee as an 'at-large representative' for a three-year term starting 1 January.

Professional body and educational charity the Chartered Institute for Securities & Investment (CISI) wants Financial Planning Week 2025 - coming in January - to be an opportunity for Financial Planners to 'give back' to their communities.

The CISI Future Foundation has made grants totalling £145,000 to two UK-based financial literacy charities that aim to help entrepreneurs and teachers.

Nicholas Grogan CFP, Chartered FCSI of Liverpool-based PWS Financial Consulting, has won the prestigious Certified Financial Planner Professional award from the CISI.

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.