Articles

Tuesday, 02 October 2018 00:05

CISI reveals winners of 2018 Financial Planning Awards

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The Chartered Institute for Securities & Investment revealed the winners of its 2018 Financial Planning Awards at its Annual Financial Planning Conference Gala Dinner on Monday evening (1 Oct).

Monday, 01 October 2018 18:37

New look CFP and other changes coming from CISI

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CISI head of Financial Planning Jacqueline Lockie CFP announced a raft of improvements to the professional body's qualifications and support services for members at the CISI Annual Financial Planning Conference 2018 today in Birmingham.

Monday, 01 October 2018 15:49

How to deal with 'clients from hell' - CISI Conference

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Firing or sacking 'clients from hell' may the only option if the client-planner relationship has broken down, delegates at this year's CISI Annual Financial Planning Conference heard today.

Two Financial Planning entrepreneurs running online investment operations - in addition to their traditional Financial Planning practices - have explained what makes their digital ventures tick.

Financial advisers need to place a higher priority on the 'financial wellness' of clients and potential clients to ensure fewer people are left behind financially, Susie Logan, brand and marketing director of Standard Life told 300 delegates at the CISI Annual Financial Planning Conference today

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