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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FP Week 2019 gets underway with ‘life goals’ focus

The CISI’s Financial Planning Week got under way today, with the event running until Friday.

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CISI 2019: Lockie hails 'professionalism' of delegates

The CISI 2019 Financial Planning Conference has ended on a high with CISI head of Financial Planning Jacqueline Lockie CFP Chartered FCSI applauding delegates for their willingness to share their professionalism to improve advice to clients. 

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CISI 2019: Members to vote on Chartered bye-law change

CISI members will be voting on whether to change bye-laws to mean the title ‘Chartered Fellow (Financial Planning)’ can be used.

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