CISI event to explore relationships and money
- Monday, 12 November 2018
- Articles
An event held by the CISI, the Money Advice Service and Relate will look to explore relationships and money.
Read more...Global Financial Planning community gathers in Bangkok
- Tuesday, 16 October 2018
- Articles
Starting today Financial Planners from across the globe are gathering in Bangkok, Thailand, to discuss the future of the profession.
Read more...Financial Planner's new book 'exposes truth' about investments
- Thursday, 23 August 2018
- Articles
A Chartered and Certified Financial Planner with more than 30 years in the profession has penned a book revealing the untold story of the truth about investment funds.
Read more...CISI urges planners to back Financial Planning Week 2018
- Wednesday, 22 August 2018
- Articles
The Chartered Institute for Securities & Investment is urging UK Financial Planners to sign up for Financial Planning Week 2018 which runs from 3 to 10 October and aims to raise the national profile of Financial Planning through a campaign of consumer engagement.
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