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CISI reveals Financial Planning Awards 2022 nominees

The CISI, the professional body for Certified Financial Planners, has revealed its shortlist for the Financial Planning Awards 2022 due to be announced at the CISI’s annual Financial Planning Conference in October in Liverpool.

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Most financial professionals 'uncomfortable' about banter

The majority (97%) of financial services workers have been made to feel uncomfortable by unwelcome banter at some time during their career, according to a new report.

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CISI Financial Planning Conference heads to Liverpool

The CISI’s annual Financial Planning Conference, one of the biggest events in the Financial Planning calendar, will take place this year on 6 October in Liverpool.

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CISI appoints regulation exec as new CEO

The Chartered Institute for Securities & Investment - the professional body for Certified Financial Planners and other finance professionals - has appointed Tracy Vegro, a director at the Solicitors’ Regulation Authority, as its new chief executive.

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