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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.


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.


Wealth Matters acquires Herts IFA's clients

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


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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