In this exclusive Guest Column for Financial Planning Today, Amyr Rocha Lima, chairman of the CISI Financial Planning Forum Committee, looks at how behavioural finance principles can be used in planning.

The CISI has added a Certified Financial Planner and a senior wealth manager to its board.

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.

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.