Financial Planning Conference back as in-person event

The CISI’s 2021 Financial Planning Conference, one of the UK’s biggest Financial Planning events in the calendar, is set to return as a live, in-person event this year and is one of the first in-person financial events announced so far in 2021.


CISI unveils Paraplanner Conference 2021

The Chartered Institute for Securities & Investment’s annual Paraplanner Conference, one of the biggest events in the Paraplanning calendar, will take place this year on 19 and 20 May.


SJP Paraplanner is new CISI Financial Planning head

The Chartered Institute for Securities & Investment (CISI) has appointed St James’s Place Paraplanner Sally Plant as its new head of Financial Planning.

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