CISI launches SMCR Conduct Rules members toolkit

With the December deadline looming for the extension of the FCA SMCR Conduct Rules to all UK solo-regulated firms, the CISI has launched a new SMCR Conduct Rules Toolkit.


Tilney hires CISI Vice President to expand Financial Planning

Wealth management group Tilney, which manages more than £25bn of assets, is expanding its Financial Planning team in Cambridge with two new hires.


CISI urges planners to back Financial Planning Week 2019

The Chartered Institute for Securities & Investment is encouraging UK Financial Planners to back its national annual consumer campaign - Financial Planning Week - which will run from 7-11 October.


CISI reveals first 3 to pass new Financial Planning exam

The Chartered Institute for Securities & Investment, the body which awards the Certified Financial Planner qualification, has announced the first three people to pass its new-style Level 6 exam in Advanced Financial Planning.

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