The Chartered Institute for Securities & Investment (CISI) is teaming up with training firm Lockie Consultants to provide more support for Certified Financial Planner (CFP) candidates in the UK.

The pandemic has failed to dent the global growth of Certified Financial Planner professionals worldwide although UK numbers remain static.

If there is one 'engine' which has transformed the financial advice profession over the past 10 years it is the professional bodies. The 30th anniversary celebrations this week for the Chartered Institute for Securities & Investment reminded me of the incredible transformation of the sector in recent years and how much of that is due to the professional bodies.

The long-serving CEO of the Chartered Institute for Securities & Investment (CISI), Simon Culhane Chartered FCSI, will step down in September after 18 years in the role.