CISI reveals Financial Planning Awards 2022 nominees
- Monday, 15 August 2022
- Articles
The CISI, the professional body for Certified Financial Planners, has revealed its shortlist for the Financial Planning Awards 2022 due to be announced at the CISI’s annual Financial Planning Conference in October in Liverpool.
Read more...Most financial professionals 'uncomfortable' about banter
- Thursday, 11 August 2022
- Articles
The majority (97%) of financial services workers have been made to feel uncomfortable by unwelcome banter at some time during their career, according to a new report.
Read more...CISI Financial Planning Conference heads to Liverpool
- Friday, 05 August 2022
- Articles
The CISI’s annual Financial Planning Conference, one of the biggest events in the Financial Planning calendar, will take place this year on 6 October in Liverpool.
Read more...CISI appoints regulation exec as new CEO
- Tuesday, 14 June 2022
- Articles
The Chartered Institute for Securities & Investment - the professional body for Certified Financial Planners and other finance professionals - has appointed Tracy Vegro, a director at the Solicitors’ Regulation Authority, as its new chief executive.
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