Planners may need help to cope with 'no-deal' Brexit

Financial Planners may need extra support in the event of a no-deal Brexit, the CISI has warned. 

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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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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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