Expert Wealth becomes CISI Accredited Planning Firm

The Chartered Institute for Securities & Investment (CISI) has awarded Accredited Financial Planning Firm status to Oxford-based Expert Wealth Management.

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CISI to launch ‘unique’ Financial Planning Week in October

 

The CISI is urging UK Financial Planners to get involved in this year’s Financial Planning Week to help consumers cope with the “huge shock” of Covid-19.

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Jacqueline Lockie: How pandemic might change clients

Each week that goes by we learn more about ourselves as individuals and society.  So far I’ve learned that I’m glad to be at home with my family and we get on well! 

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Nearly 50 pass new-look CISI Financial Planning exam

 

The CISI has reported that 80% of candidates passed the latest CISI Level 6 Advanced Financial Planning exam which leads to the UK’s highest Financial Planning certification.

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