CISI unveils fast track Certified Financial Planner training

The CISI has launched a new fast track course for people who want to become Certified Financial Planners. 

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CISI urges members to back first World Financial Planning Day

The Chartered Institute for Securities & Investment is urging members to get behind the first ever World Financial Planning Day to be held on Wednesday 4 October.

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2017 CISI Financial Planning Conference ends on a high

The CISI has called its 2017 annual Financial Planning Conference at Celtic Manor Resort in Newport, Wales "a great success." 

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CISI to revamp Certified Financial Planner designation

The CISI is to make significant changes to the pathway to its Certified Financial Planner qualification but it will not be “watered down,” the incoming CISI head of Financial Planning Jacqueline Lockie told the annual conference this week.

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