CISI Planning head Lockie to join global CFP committee

The CISI’s head of Financial Planning, Jacqueline Lockie CFP, is to join the prestigious Chief Executive’s Committee (CEC) of the Financial Planning Standards Board, the body which oversees the Certified Financial Planning designation around the world.

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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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