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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CISI 2019: Financial Planning Awards winners revealed

The CISI has revealed the winners of its Financial Planning Gala Awards 2019.

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CISI reveals first 3 to pass new Financial Planning exam

The Chartered Institute for Securities & Investment, the body which awards the Certified Financial Planner qualification, has announced the first three people to pass its new-style Level 6 exam in Advanced Financial Planning.

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