Call for Financial Planning bodies to work together

The new chair of the CISI’s influential Financial Planning Forum Amyr Rocha-Lima has said he would personally “love to see” more collaboration between rival Financial Planning Professional bodies.

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CISI picks Rocha Lima to chair Financial Planning Forum

 

The Chartered Institute for Securities & Investment has appointed experienced Financial Planner Amyr Rocha Lima CFP Chartered MCSI as chairman of its influential CISI Financial Planning Forum Committee.

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CISI 2019: Financial Planning Conference opens

The CISI's annual Financial Planning Conference – one of the biggest events in the Financial Planning calendar – opened today in Birmingham. 

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Profession reflects on ‘amazing’ Financial Planning Week

Experts were left enthused by Financial Planning Week and described the event as “amazing”.

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