Hundreds of Planners backed Financial Planning Week

Preliminary figures from the CISI reveal that 130 Financial Planning offices offered free surgeries to the public during Financial Planning Week #FPWUK which took place last week.

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Financial Planning Week 2020 gets under way

The CISI's annual Financial Planning Week consumer campaign was launched today with a focus on 'virtual' events and support.

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CISI picks Rocha Lima to chair Financial Planning Forum

 

The Chartered Institute for Securities & Investment has appointed experienced Financial Planner Amyr Rocha Lima CFP Chartered MCSI as chairman of its influential CISI Financial Planning Forum Committee.

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Pippa wins CISI Paraplanner Of The Year Award

The Chartered Institute for Securities & Investment has named Pippa Oldfield, assistant manager, at Mazars UK as its Paraplanner Of The Year.

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