CISI Financial Planning Conference moves online
- Friday, 24 July 2020
- Articles
The Chartered Institute for Securities & Investment has moved its October annual conference for Financial Planners online.
Read more...CISI 2020 Paraplanner Conference goes virtual
- Wednesday, 15 July 2020
- Articles
The CISI’s Paraplanner Conference in September has been converted from a physical to a virtual event due to the Coronavirus pandemic.
Read more...M&G and Octopus join Financial Planner mentoring scheme
- Tuesday, 07 July 2020
- Articles
M&G Investments and Octopus Investments has signed up to become mentors for the CISI’s 2020 Financial Planning Mentoring scheme.
Read more...Professional bodies back Green Finance Education Charter
- Thursday, 02 July 2020
- Articles
Professional bodies have backed a charter to increase the amount of 'green finance' professional education for planners and professionals.
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