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  • CFP professionals to offer free consumer money guides

    CISI consumer guide

  • First 2 Financial Planners achieve CFP Level 7 qualification

    CISI head of Financial Planning Jacqueline Lockie

  • Nearly 50 pass new-look CISI Financial Planning exam

    CISI website

  • Jacqueline Lockie: How pandemic might change clients

    CISI's head of Financial Planning Jacqueline Lockie

  • CISI Ireland appoints new President

    New CISI Ireland President Eugene Kiernan

  • Wealth Matters acquires Herts IFA's clients

    Wealth Matters website

  • Professional bodies back Green Finance Education Charter

    CII website

  • M&G and Octopus join Financial Planner mentoring scheme

    Jacqueline Lockie, CISI head of financial planning said

  • CISI 2020 Paraplanner Conference goes virtual

    Speaker Kat Mock

  • CISI Financial Planning Conference moves online

    Jacqueline Lockie CFPTM Chartered FCSI, CISI head of financial planning

  • CISI members expect Covid recovery to take 12 months+

    CISI Covid-19 Recovery Survey

  • CISI to launch ‘unique’ Financial Planning Week in October

    FP Week 2020 logo

  • CISI Annual Paraplanner Conference goes virtual

    Keynote speaker Kat Mock

  • CISI and CII set to share HQ in London

    Walkie Talkie building, London

  • Expert Wealth becomes CISI Accredited Planning Firm

    Jonathan Hunt

  • Pippa wins CISI Paraplanner Of The Year Award

    Pippa Oldfield

  • 1 in 4 pessimistic about finances post Covid-19

    Covid-19 has hit consumer confidence

  • UK Financial Planning Week goes virtual

  • Chartered Planner to offer free virtual advice for #FPWUK

    Martin Birch of Belmayne

  • CISI picks Rocha Lima to chair Financial Planning Forum

    Amyr Rocha Lima CFP

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