The Chartered Institute for Securities & Investment (CISI) Financial Planning Conference will host its flagship event on 2 and 3 October at the De Vere Beaumont Estate in Windsor.

The CISI’s head of Financial Planning Sally Plant is leaving the body after just under five years to join the rival LIBF professional body in a senior role.

Three firms of advisers, Ardent Financial Planning, Key Financial Planning and Pyrford Financial Planning, have gained CISI Accredited Financial Planning Firm (AFPF) status.

The Chartered Institute for Securities & Investment (CISI) has launched a new initiative this week to campaign to turn the UK’s pension capital into a "powerful engine of sustainable growth" 

Robert Hughes-Penney, investment director at Rathbones and CISI Chartered Fellow, has been elected as Sheriff of the City of London.

Welsh Financial Planning firm Nine Wealth Management has gained the Chartered Institute for Securities and Investment’s Chartered Firm status.

The Chartered Institute for Securities & Investment (CISI) has appointed Hylko Zingstra as the new south east branch president.

The Chartered Institute for Securities & Investment (CISI) has appointed Certified Financial Planner Oliver Bourke as the new chair of its Accredited Financial Planning Firm steering committee.

Exeter-based Fowler Financial Planning has been granted CISI Chartered Firm status by the Chartered Institute for Securities & Investment (CISI).

The number of global Certified Financial Planner (CFP) professionals passed 230,000 for the first time in 2024, latest data shows.

The CISI Future Foundation has handed almost £250,000 to three UK-based charities which promote financial education.

North Derbyshire Chartered Financial Planning firm Belmayne has been awarded CISI Chartered Firm status by the Chartered Institute for Securities & Investment (CISI).

The CISI’s Financial Planning Week - its annual campaign to promote the benefits of Financial Planning to consumers - gets under way today (Monday 27 Jan).

The Chartered Institute for Securities & Investment has appointed Chartered Financial Planner Steven McBurnie as the new chair of its Paraplanner Interest Group (PPIG).

The Chartered Institute for Securities & Investment (CISI) professional body has appointed James Morris as its new CISI Ireland country head.

The CFA (Chartered Financial Analyst) Society of the UK has become the fourth organisation to join The Chartered Body Alliance, the partnership of professional bodies.

Christopher Morris, head of Financial Planning policy & engagement of the Chartered Institute for Securities & Investment (CISI), will join the FPSB Chief Executive's Committee as an 'at-large representative' for a three-year term starting 1 January.

Professional body and educational charity the Chartered Institute for Securities & Investment (CISI) wants Financial Planning Week 2025 - coming in January - to be an opportunity for Financial Planners to 'give back' to their communities.

The CISI Future Foundation has made grants totalling £145,000 to two UK-based financial literacy charities that aim to help entrepreneurs and teachers.

Nicholas Grogan CFP, Chartered FCSI of Liverpool-based PWS Financial Consulting, has won the prestigious Certified Financial Planner Professional award from the CISI.