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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CISI appoints new Jersey branch president

The CISI has appointed Niall Husbands MCSI as president of its Jersey committee.

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CISI launches mental health support for members

The Chartered Institute for Securities & Investment has established a new mental health support portal to encourage more people working in financial services to talk about mental health issues and get help if they need it.

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