Manchester to host PFS and CISI Planner conferences

Manchester is to host both the Personal Finance Society and CISI conferences for Financial Planners in October and November this year.

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New President for CISI in the Isle of Man

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.

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CISI partners with US-based 13,000-member body

The CISI has struck a “strategic partnership” deal with the US-based 13,000-member professional body the Chartered Alternative Investment Analyst Association (CAIA).

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Birmingham investment manager achieves Chartered status

Birmingham-headquartered investment manager EFG Harris Allday has been awarded CISI Chartered Firm status.

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