- Monday, 12 October 2020
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.Read more...
- Friday, 02 October 2020
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.Read more...
- Friday, 12 October 2018
Experts were left enthused by Financial Planning Week and described the event as “amazing”.Read more...