CISI launches CFP pathway for Chartered Planners

The CISI, the professional body for Certified Financial Planner (CFP) Professionals, has this week launched its new pathway to CFP status for planners holding the rival Chartered Financial Planner designation.

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Lexington Wealth gains Accredited CISI status

Wiltshire-based Lexington Wealth Management has gained CISI Accredited Financial Planning Firm status.

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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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