Royal London backs Financial Planning mentoring scheme

Royal London has become the third firm to give its support to the CISI’s Financial Planning Mentoring Scheme - offering its technical helpline to scheme mentors and mentees.

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Firm gains CISI Accredited Financial Planning status

The Chartered Institute for Securities & Investment (CISI) has revealed that Sheraton Financial Planning, based in Fareham, Hampshire, has become a CISI Accredited Financial Planning Firm.

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CISI relaunches CFP as ‘highest’ UK planning qualification at Level 7 

The Chartered Institute for Securities and Investment is to relaunch its Certified Financial Planner designation with a new pathway which will move the qualification up from Level 6 to Level 7.

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James Hay backs new CISI Financial Planning mentoring drive

Wealth manager and platform James Hay is supporting the CISI’s new Financial Planning Mentoring Scheme by offering its technical pensions helpline for scheme mentees and mentors. 

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