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  • Biggest Financial Planning event of the year begins

    Celtic Manor

  • James Bond adviser on changing client views on risk

    Caspar Berry was an adviser on James Bond film Casino Royale in 2006

  • Live: CISI Financial Planning conference 2016

    Celtic Manor

  • Make ethics 'part of the DNA', Financial Planners told

    Celtic Manor, where the conference is taking place today

  • ‘Grumpy’ planners told: ‘You’ve got to dance with us’

    Jackie Lockie CFPTM Chartered FSCI, CISI deputy head of Financial Planning, issued a rallying call to members this morning.

  • CISI chief calls for ex-IFP members to return to flock

  • Lawyer warns Financial Planners over robo risks

  • Acumen scoops CISI Financial Planning Firm of Year

    Celtic Manor Resort Hotel, near Newport, South Wales

  • CISI name change: Chief exec 'wouldn't rule it out' in future

  • Financial Planning conference 'went better than expected'

    Campbell Edgar Chartered FCSI, the CISI's head of Financial Planning

  • Theresa May: Advisers helping dodge tax, we're after you

  • Financial Planning award axed as entries 'weren't that good'

    Gala dinner evening guests at the conference clap the winners of the other awards

  • CISI wants 'level playing field' with PFS Chartered designation

    CISI Q&A session at CISI Financial Planning Conference

  • Financial Planning firm founder: This is a huge honour

  • IFP to CISI membership recovered after drop to 50%

    Jackie Lockie speaking to the conference last week, alongside the CISI panel

  • 4 in 10 readers rate CISI conference ‘excellent’

  • 'Size doesn't matter' FCA expert replaces Rory Percival

    FCA's Christopher Hewitt

  • CISI gives free sign up to members of another professional body

  • Ex-IFP President: CISI fence sitters will return to fold

    Julie Lord CFPTM, former IFP President

  • Ex-Towry Financial Planner lands CISI branch president role

    Andrew Porter, Chartered FCSI, right, takes up the president's role

Page 6 of 23

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