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CISI boosts CFP training with new partnership

The Chartered Institute for Securities & Investment (CISI) is teaming up with training firm Lockie Consultants to provide more support for Certified Financial Planner (CFP) candidates in the UK.


Former CISI Planning head launches 2 CFP prep courses

Two new courses have been launched to support Financial Planners through their CISI level 7 qualification to gain their Certified Financial Planner certification.


SJP Paraplanner is new CISI Financial Planning head

The Chartered Institute for Securities & Investment (CISI) has appointed St James’s Place Paraplanner Sally Plant as its new head of Financial Planning.


Head of Financial Planning Lockie to leave CISI

Jacqueline Lockie CFP Chartered FCSI, the Chartered Institute for Securities & Investment’s head of Financial Planning, will leave the professional body at the end of the year.

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