AI can bring benefits to all Financial Planning firms but it should be treated with caution, like any other business tool, keynote speaker Heather Murray, founder and CEO of AI for Non-Techies, told the CISI Annual Conference today.

Distinguished Financial Planner Marlene Outrim, founder of Uniq Family Wealth, urged Financial Planners today to adopt the globally-recognised six steps Financial Planning process as one way to produce "Financial Planning heaven" for their firms.

The Financial Planning profession is gradually becoming more diverse globally, according to the CEO of global Financial Planning body the Financial Planning Standards Board (FPSB).

Hundreds of Financial Planners will be heading to Windsor next week for the CISI 2026 Financial Planning Conference, one of the biggest events in the Financial Planning calendar.

The Chartered Institute for Securities & Investment (CISI) has launched a Career Development Week which will take place from 21 to 25 September.

The 10th annual World Financial Planning Day will take place on 7 October, the Financial Planning Standards Board (FPSB) - the global standards setting body for the Certified Financial Planner designation - has announced.

The Chartered Institute for Securities & Investment (CISI), the professional body for Certified Financial Planners, has thrown its weight behind a new national training campaign, the Financial Services Commission’s (FSSC) Skills Compact.

The Chartered Institute for Securities & Investment (CISI) has revealed that its UK Financial Planning Conference 2026 will focus on AI integration; attracting and training talent and lifestyle Financial Planning.

Two Financial Planning firms based in the South West have achieved prestige Chartered Firm status from the CISI professional body.

There were nearly 300 applications from women nominating themselves from 16 countries for the Chartered Institute for Securities & Investment’s new Women in Finance membership programme.

Over two in five (42%) of award winners from the Chartered Institute for Securities & Investment (CISI) in 2026, a rise from 37% last year.

Three firms have gained the Chartered Institute for Securities and Investment’s Chartered Firm status, awarded when a financial services firm demonstrates commitment to the highest levels of professionalism.

The Chartered Institute for Securities & Investment (CISI), the professional body which awards the Certified Financial Planner qualification, has awarded three new Honorary Fellowships to veteran financial services professionals.

Ascot Lloyd Financial Planning director and former British Olympic rowing gold medallist Zac Purchase-Hill MBE has become President of the CISI Cotswolds branch committee. 

This week mark’s the CISI’s annual Financial Planning Week to promote the benefits of professional Financial Planning to the nation.

The CISI's annual Financial Planning Week to promote the benefits of professional Financial Planning to the nation will be launched next week on 26 January and run until 1 February.

The Chartered Institute for Securities & Investment (CISI), the professional body for Certified Financial Planners, has selected Rholo Mba Chartered FCSI as President of the CISI’s Jersey branch.

Former CISI Financial Planning Forum chairman and experienced UK Financial Planner Amyr Rocha Lima will join the board of the global Financial Planning Standards Board from 1 April.

The Chartered Institute for Securities & Investments (CISI) has joined other professional bodies in calling for stronger governance on the ethical threats for financial professionals using AI (Artificial Intelligence).

Professional body the Chartered Institute for Securities & Investment (CISI) wants Financial Planning Week 2026 to be an opportunity for Financial Planners to "give back" to their communities.