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M&G and Octopus join Financial Planner mentoring scheme

M&G Investments and Octopus Investments has signed up to become mentors for the CISI’s 2020 Financial Planning Mentoring scheme.

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Professional bodies back Green Finance Education Charter

Professional bodies have backed a charter to increase the amount of 'green finance' professional education for planners and professionals.

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Wealth Matters acquires Herts IFA's clients

CISI Accredited Financial Planning firm Wealth Matters has acquired the clients of Hertfordshire IFA Poptani Financial Solutions.

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CISI Ireland appoints new President

The Chartered Institute for Securities & Investment has appointed Eugene Kiernan FCSI as the new President of the CISI National Advisory Council for Ireland.

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