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.

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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.

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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. 

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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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