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.

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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.

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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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