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CFP pioneer Jervis is new East Midlands CISI President

Well known Financial Planner Andy Jervis CFP, one of the first people in the UK to achieve CFP status, has been appointed by the CISI as President of its East Midlands branch.


Atkinson appointed chairman of CISI’s Paraplanner forum

The Chartered Institute for Securities & Investment has appointed Financial Planning Today columnist and experienced Paraplanner Dan Atkinson, APP Chartered MCSI as the new chairman of the CISI Paraplanner Interest Group (PIG).


CISI Planning head Lockie to join global CFP committee

The CISI’s head of Financial Planning, Jacqueline Lockie CFP, is to join the prestigious Chief Executive’s Committee (CEC) of the Financial Planning Standards Board, the body which oversees the Certified Financial Planning designation around the world.


First cohort achieves new CFP certification, CISI reveals

The Chartered Institute for Securities & Investment (CISI) has revealed the first cohort of successful achievers for its new CFP certification pathway.

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