Financial Planning Conference back as in-person event

The CISI’s 2021 Financial Planning Conference, one of the UK’s biggest Financial Planning events in the calendar, is set to return as a live, in-person event this year and is one of the first in-person financial events announced so far in 2021.


CISI unveils Paraplanner Conference 2021

The Chartered Institute for Securities & Investment’s annual Paraplanner Conference, one of the biggest events in the Paraplanning calendar, will take place this year on 19 and 20 May.


Only 1 in 5 confident their firms support ESG 

Only 20% of financial services professionals are confident that their firms are committed to ethical finance policies and ESG principles.


CISI exams go online

The Chartered Institute for Securities and Investment (CISI) has extended its remote exam testing sessions to all its UK and international students sitting level 3 and 4 MCQ exams.

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