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  • Editor’s Column: Financial Planning Week has a new ally

    Editor Kevin O'Donnell

  • Financial Planning Week 2020 gets under way

    FP Week 2020 logo

  • Planners may need help to cope with 'no-deal' Brexit

    Martin Ruskin

  • Raymond James exec to chair CISI Wealth Forum

    Hamish Warnock

  • Editor’s Column: Financial Planning Week deserves more support

    Editor Kevin O'Donnell

  • Q&A: New CISI Financial Planning Forum chair Rocha-Lima

    Amyr Rocha-Lima

  • Call for Financial Planning bodies to work together

    Chartered Body Alliance

  • Hundreds of Planners backed Financial Planning Week

    Video calling was widely used during Financial Planning Week (picture posed by model)

  • Revealed: CISI 2020 Financial Planning Awards winners

    CISI Financial Planning Awards taking place virtually

  • Brewin and Barclays Wealth execs join CISI board

    New independent director Jane Valls

  • Head of Financial Planning Lockie to leave CISI

    Jacqueline Lockie

  • SJP Paraplanner is new CISI Financial Planning head

    Sally Plant

  • FCA praised for adding professional status to register

    Typical FCA register professional status entry

  • CISI exams go online

    CISI website

  • Only 1 in 5 confident their firms support ESG 

    CISI CEO Simon Culhane

  • CISI unveils Paraplanner Conference 2021

    CISI Paraplanning Conference

  • Financial Planning Conference back as in-person event

    Rebecca Tuck winning Paraplanner of Year Award at 2018 Conference

  • Confidence rises for financial services professionals 

    Simon Culhane

  • CISI adds ethical investment course for practitioners 

    CISI

  • CISI Paraplanner Conference 2021 gets under way

    CISI Paraplanning Conference

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