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.


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.  


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.


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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