CISI relaunches CFP as ‘highest’ UK planning qualification at Level 7 

The Chartered Institute for Securities and Investment is to relaunch its Certified Financial Planner designation with a new pathway which will move the qualification up from Level 6 to Level 7.

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UK CFPs slump as global numbers soar to new record

Certified Financial Planner numbers dipped in the UK last year as a new record was set worldwide.  

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Global Financial Planning community gathers in Bangkok

Starting today Financial Planners from across the globe are gathering in Bangkok, Thailand, to discuss the future of the profession.

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Planners urged to tell world about Financial Planning’s benefits

The CISI is calling on its Financial Planning members to get involved in World Financial Planning Day on Wednesday 3 October and UK Financial Planning Week from 3-10 October.

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