Manchester to host PFS and CISI Planner conferences
- Wednesday, 17 July 2024
- Articles
![The CISI will host its Financial Planning Conference in Manchester](/media/k2/items/cache/0eb9589d363c433ac6a03ab54d6bd579_Generic.jpg)
Manchester is to host both the Personal Finance Society and CISI conferences for Financial Planners in October and November this year.
Read more...New President for CISI in the Isle of Man
- Thursday, 04 July 2024
- Articles
![Jamie Lang](/media/k2/items/cache/ea62930f750005c08254a7635828e9d7_Generic.jpg)
The Chartered Institute for Securities & Investment professional body, which awards the Certified Financial Planner designation in the UK, has appointed Jamie Lang, Chartered FCSI, as its new Isle of Man branch committee President.
Read more...CISI partners with US-based 13,000-member body
- Friday, 14 June 2024
- Articles
![CISI plaque](/media/k2/items/cache/82048a5e0bab12d383e86fbbb084b262_Generic.jpg)
The CISI has struck a “strategic partnership” deal with the US-based 13,000-member professional body the Chartered Alternative Investment Analyst Association (CAIA).
Read more...Birmingham investment manager achieves Chartered status
- Thursday, 13 June 2024
- Articles
![Tracy Vegro, chief executive of the CISI](/media/k2/items/cache/6332ffeeb8ca45169a2405ae9d883f36_Generic.jpg)
Birmingham-headquartered investment manager EFG Harris Allday has been awarded CISI Chartered Firm status.
Read more...