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  • CISI and CII to hold talks over Paraplanning standard

    Jacqueline Lockie CFPTM Chartered FSCI, deputy head of Financial Planning at the CISI,

  • Search is on for Financial Planning's 'good egg' of 2016

    Arthur Davies won the award last year

  • CISI reveals sum paid to ‘acquire’ IFP

    The IFP merged with the CISI last year

  • Global Financial Planning chief and 3 ex-IFP presidents in line up

    Noel Maye, CEO of the Financial Planning Standards Board

  • Poll verdict: Cashflow model key for true Financial Planning

    Financial Planners Gretchen Betts and Julie Lord have said cashflow modelling is key to their new firm Magenta

  • New President appointed at CISI Southern branch

  • Time for IFP-CISI merger doubters 'to get behind it'

    Jacqueline Lockie CFPTM Chartered FSCI, CISI deputy head of Financial Planning

  • New level 4 Financial Planning exam gets FCA green light

    Simon Culhane, Chartered FCSI and CISI chief executive

  • Over 300 Financial Planners heading to conference

    Awards at last year's gala dinner - more will be handed out this year

  • Miracles? Expect one a month, Financial Planners to be told

    Professor David Hand will be a guest speaker at the CISI’s Financial Planning Annual Conference

  • Financial Planners gained 'million pound clients' from campaign week

  • Global Financial Planning chief aims for 250,000 CFP Professionals

    FPSB CEO Noel Maye addressing the CISI-IFP Financial Planning Conference today

  • Biggest Financial Planning event of the year begins

    Celtic Manor

  • James Bond adviser on changing client views on risk

    Caspar Berry was an adviser on James Bond film Casino Royale in 2006

  • Live: CISI Financial Planning conference 2016

    Celtic Manor

  • Make ethics 'part of the DNA', Financial Planners told

    Celtic Manor, where the conference is taking place today

  • ‘Grumpy’ planners told: ‘You’ve got to dance with us’

    Jackie Lockie CFPTM Chartered FSCI, CISI deputy head of Financial Planning, issued a rallying call to members this morning.

  • CISI chief calls for ex-IFP members to return to flock

  • Lawyer warns Financial Planners over robo risks

  • Acumen scoops CISI Financial Planning Firm of Year

    Celtic Manor Resort Hotel, near Newport, South Wales

Page 5 of 23

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