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  • CISI Financial Planning head Sally Plant moves to LIBF

    The CISI’s head of Financial Planning Sally Plant is leaving the body after just under five years to join the rival LIBF professional body in a senior role.

  • SJP Paraplanner is new CISI Financial Planning head

    Sally Plant
  • CISI unveils Paraplanner Conference 2021

    CISI Paraplanning Conference
  • Financial Planning Conference back as in-person event

    Rebecca Tuck winning Paraplanner of Year Award at 2018 Conference
  • CISI Paraplanner Conference 2021 gets under way

    CISI Paraplanning Conference
  • CISI Paraplanner Conference to stay virtual in 2022

    Virtual events are here to stay
  • CISI urges more Planners to join Financial Planning Week

    Sally Plant, head of Financial Planning at the CISI
  • 2 Planning firms achieve CISI’s Accredited status 

    CISI HQ in London
  • Lexington Wealth gains Accredited CISI status

    Warren Shute, managing director at Lexington Wealth Management and Chartered Wealth Manager
  • CISI launches CFP pathway for Chartered Planners

    CISI's Sally Plant
  • CISI Paraplanner Conference stays online for 2022 

    CISI Paraplanning Conference and 8 bit gaming theme
  • 242 sign up for CISI Paraplanner Conference 2022

    CISI Paraplanning Conference and 8 bit gaming theme
  • Financial Planning Week 2022 - details revealed 

    The CISI is encouraging consumers to see a Financial Planner
  • More younger people turning to Financial Planners

    Sally Plant, CISI assistant director, Financial Planning and education development

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