2 Planning firms achieve CISI’s Accredited status 

Two Financial Planning firms - Begley Brown Financial Solutions of Glasgow and Lamb Financial of Newcastle - have joined the 67-firm strong CISI Accredited Financial Planning Firms' community.


CISI urges more Planners to join Financial Planning Week

The Chartered Institute for Securities & Investment (CISI) has called for more Financial Planners to sign up to take part in this year’s Financial Planning Week.


CISI Paraplanner Conference to stay virtual in 2022

The annual CISI Paraplanner Conference will remain as a virtual event in 2022 for the third year in a row, the professional body has confirmed. 


CISI Paraplanner Conference 2021 gets under way

The annual CISI Paraplanner Conference, one of the biggest events in the Paraplanning calendar, will get under way today online. 

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