First 2 Financial Planners achieve CFP Level 7 qualification

A Financial Planner in Scotland and a trainee Financial Planner in West Yorkshire have become the first two to achieve the UK’s new highest level Financial Planning qualification.

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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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