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CISI wants 'level playing field' with PFS Chartered designation

The Chartered Institute for Securities & Investments is to seek a more “level playing field” with the PFS’s rival Chartered Financial Planner qualification.


Acumen scoops CISI Financial Planning Firm of Year

The CISI last night announced the winners of its annual Financial Planning Awards at its Gala Dinner at the CISI Financial Planning Conference, with Acumen Financial Planning taking the trophy for Accredited Financial Planning Firm of the Year.

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