New look CFP and other changes coming from CISI

CISI head of Financial Planning Jacqueline Lockie CFP announced a raft of improvements to the professional body's qualifications and support services for members at the CISI Annual Financial Planning Conference 2018 today in Birmingham.


How to deal with 'clients from hell' - CISI Conference

Firing or sacking 'clients from hell' may the only option if the client-planner relationship has broken down, delegates at this year's CISI Annual Financial Planning Conference heard today.


Two planners unveil a digital future for Financial Planning

Two Financial Planning entrepreneurs running online investment operations - in addition to their traditional Financial Planning practices - have explained what makes their digital ventures tick.


Financial wellness of clients needs to be higher priority

Financial advisers need to place a higher priority on the 'financial wellness' of clients and potential clients to ensure fewer people are left behind financially, Susie Logan, brand and marketing director of Standard Life told 300 delegates at the CISI Annual Financial Planning Conference today

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