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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CISI 2019: Financial Planning Conference opens

The CISI's annual Financial Planning Conference – one of the biggest events in the Financial Planning calendar – opened today in Birmingham. 

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Leading Financial Planner Martin Ruskin shares top client tips

Certified Financial Planner and Chartered Wealth Manager Martin Ruskin CFP, head of business development at Paradigm Norton and a leading Financial Planning figure, has shared his top client loyalty tips.

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Michael Cole-Fontayn formally elected chairman of the CISI

The board of directors of the Chartered Institute for Securities & Investment (CISI) hailed the election of Michael Cole-Fontayn MCSI as chairman.

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