Expert Wealth becomes CISI Accredited Planning Firm

The Chartered Institute for Securities & Investment (CISI) has awarded Accredited Financial Planning Firm status to Oxford-based Expert Wealth Management.

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CISI and CII set to share HQ in London

The Chartered Institute for Securities & Investment and the Chartered Insurance Institute - the parent body of the Personal Finance Society - are to share HQ offices in the iconic ‘Walkie Talkie’ building in the City of London.

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CISI Annual Paraplanner Conference goes virtual

The CISI’s Annual Paraplanner Conference has shared its online agenda for this year’s event on the 24 and 25 September.

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CISI to launch ‘unique’ Financial Planning Week in October

 

The CISI is urging UK Financial Planners to get involved in this year’s Financial Planning Week to help consumers cope with the “huge shock” of Covid-19.

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