Thursday, 13 October 2016 10:58

4 in 10 readers rate CISI conference ‘excellent’

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About four out of ten readers have given the CISI’s first ever Financial Planning conference an ‘excellent’ rating in an online poll.

Voters so far have given the event at Celtic Manor last week an excellent (39.3%) above the other three options.

Some 22.6% said it was disappointing but 21.4% said it was good.

About 17% described it as ‘ok’.

The poll is still open for votes until tomorrow and you can vote below.


Campbell Edgar Chartered FCSI, the organisation’s head of Financial Planning told FP Today that the conference went “better than expected”, as fears about “tension” arising from the IFP merger failed to materialise.

Feedback from delegates about the CISI’s first ever Financial Planning conference was “overwhelmingly positive”, he said.

The event was a continuation of the old IFP Annual Conference and took place last week under the CISI banner for the first time since the merger last November.

Mr Edgar, a former IFP President, reported that delegate numbers were just over 300. He said that, discounting about 35 attendees from Australia, New Zealand, and South Africa, who came last year as it coincided with the Rugby World Cup, the figure was largely the same.

Mr Edgar said: “The overall impression and feedback is very positive, overwhelmingly positive.

“It was a success and marked the integration of the Financial Planning fraternity into the CISI.”

What did you think of the conference? Tweet to…


Read 3230 times Last modified on Tuesday, 18 October 2016 12:15

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