Firm gains CISI Accredited Financial Planning status

The Chartered Institute for Securities & Investment (CISI) has revealed that Sheraton Financial Planning, based in Fareham, Hampshire, has become a CISI Accredited Financial Planning Firm.

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CISI backs new FCA rules on professional bodies

Two leading financial services professional bodies have backed new FCA rules, which stipulate that individual members must to include their Professional body membership in its new Directory.

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CISI relaunches CFP as ‘highest’ UK planning qualification at Level 7 

The Chartered Institute for Securities and Investment is to relaunch its Certified Financial Planner designation with a new pathway which will move the qualification up from Level 6 to Level 7.

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New CISI president to ‘extend voice of Financial Planners’

The Chartered Institute for Securities & Investment (CISI) has appointed of a new president for its Birmingham committee, who hopes to give Financial Planners a stronger voice.

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