The CISI, the professional body for Certified Financial Planners, has signed a deal with Anglia Ruskin University (ARU) to enable its students to take CISI exams during their courses.

The CISI and NextGen Planners are holding a series of Changefest events this autumn to encourage more young people to consider Financial Planning and fintech careers.

The Chartered Institute for Securities & Investment has been reprimanded by the Information Commissioner’s Office (ICO) following a data breach on 17 February 2020.

In this guest column, Amyr Rocha Lima, chair of the CISI’s Financial Planning forum, looks at a different approach to flexible retirement income. This column first appeared in the July-August issue of Financial Planning Today magazine.