CISI launches CFP pathway for Chartered Planners
- Wednesday, 30 March 2022
- Articles
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.
Read more...Lexington Wealth gains Accredited CISI status
- Friday, 17 December 2021
- Articles
Wiltshire-based Lexington Wealth Management has gained CISI Accredited Financial Planning Firm status.
Read more...2 Planning firms achieve CISI’s Accredited status
- Friday, 15 October 2021
- Articles
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.
Read more...CISI urges more Planners to join Financial Planning Week
- Thursday, 05 August 2021
- Articles
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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