The forum, one of nine run by the CISI, provides a focus for members to discuss ideas under Chatham House-rules, share professional knowledge and help develop CISI Financial Planning strategy.
The forum is also involved in shaping CISI Financial Planning policy and development and also in providing input for events.
Mr Rocha Lima is a partner at Kingston Upon Thames-based Holland Hahn & Wills Financial Planning and has been a member of the CISI FP Forum Committee for two years. He is also a Chartered Financial Planner.
He will take over the role of chairman from Martin Ruskin, who is stepping down in January after many years in the role.
Mr Rocha Lima said: “I am honoured to take on the role of chairing the CISI FP Forum Committee and this is an exciting time in the growth of our profession. I’m looking forward to working alongside my fellow committee members to continue championing the Financial Planning movement across the country and helping to encourage the next generation’s enthusiasm for a career in Financial Planning.”
Jacqueline Lockie CFP Chartered FCSI and CISI head of Financial Planning said: “I would like to thank Martin Ruskin of Paradigm Norton Financial Planning, for all his years of support. I’m excited that Amyr will become the new chairman in January 2021. His youth, enthusiasm and love of Financial Planning shines through everything he does.”
The CISI has 44,000 members worldwide and nine professional forums which include the practitioner areas of: Bond, Compliance, Corporate Finance, International Regulation, Financial Technology, IFP (Financial Planning), Operations, Risk and Wealth Management. There are also two Interest Groups: Paraplanner and Training and Competence.