Planners may need help to cope with 'no-deal' Brexit

Financial Planners may need extra support in the event of a no-deal Brexit, the CISI has warned. 

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Financial Planning Week 2020 gets under way

The CISI's annual Financial Planning Week consumer campaign was launched today with a focus on 'virtual' events and support.

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Editor’s Column: Financial Planning Week has a new ally

In a sea of bad news there was a small island of cheerfulness this week, at least for the Financial Planning profession.

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CISI picks Rocha Lima to chair Financial Planning Forum

 

The Chartered Institute for Securities & Investment has appointed experienced Financial Planner Amyr Rocha Lima CFP Chartered MCSI as chairman of its influential CISI Financial Planning Forum Committee.

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