CISI Financial Planning Conference moves online

The Chartered Institute for Securities & Investment has moved its October annual conference for Financial Planners online.

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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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CISI 2019: Lockie hails 'professionalism' of delegates

The CISI 2019 Financial Planning Conference has ended on a high with CISI head of Financial Planning Jacqueline Lockie CFP Chartered FCSI applauding delegates for their willingness to share their professionalism to improve advice to clients. 

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CISI 2019: Members to vote on Chartered bye-law change

CISI members will be voting on whether to change bye-laws to mean the title ‘Chartered Fellow (Financial Planning)’ can be used.

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