Revealed: CISI 2020 Financial Planning Awards winners
- Tuesday, 13 October 2020
- Articles
The Chartered Institute for Securities & Investment has today revealed the winners of its sought-after annual Financial Planning Awards.
Read more...Hundreds of Planners backed Financial Planning Week
- Tuesday, 13 October 2020
- Articles
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.
Read more...Financial Planning Week 2020 gets under way
- Monday, 05 October 2020
- Articles
The CISI's annual Financial Planning Week consumer campaign was launched today with a focus on 'virtual' events and support.
Read more...CISI picks Rocha Lima to chair Financial Planning Forum
- Friday, 02 October 2020
- Articles
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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