Two new firms join CISI's Accredited elite

The Chartered Institute for Securities & Investment says two new firms, including one run by Financial Planning Today columnist Nicola Watts, have become CISI Accredited Firms, an elite level of membership.


CISI flagship Paraplanner Conference shifts to London

The CISI’s Paraplanning Conference is to move to London this year and will be free for the first time for CISI members.


Dan Atkinson: So what does the CISI do for Paraplanners?

For some people, their professional body is just a means to retaining the letters after their name or a Statement of Professional Standing. This is part of what our professional bodies do, but it’s not the only thing. The are far from just being certificate generating exam providing organisations.


CFP pioneer Jervis is new East Midlands CISI President

Well known Financial Planner Andy Jervis CFP, one of the first people in the UK to achieve CFP status, has been appointed by the CISI as President of its East Midlands branch.

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