CISI Planning head Lockie to join global CFP committee

The CISI’s head of Financial Planning, Jacqueline Lockie CFP, is to join the prestigious Chief Executive’s Committee (CEC) of the Financial Planning Standards Board, the body which oversees the Certified Financial Planning designation around the world.

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First cohort achieves new CFP certification, CISI reveals

The Chartered Institute for Securities & Investment (CISI) has revealed the first cohort of successful achievers for its new CFP certification pathway.

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Global CFP body selects UK compliance expert as director

The Financial Planning Standards Board Ltd (FPSB), the global body for Certified Financial Planner certification, has appointed UK compliance consultant and lawyer Adam Samuel as one of two new directors.

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CISI 2019: CEO pledges '100%' support for planning

Simon Culhane Chartered FCSI, chief executive of the CISI, pledged that the CFP was "100% committed" to growing Financial as one of the UK's fastest growing professions.

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