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  • Editor Kevin O'Donnell

    Editor’s Column: Financial Planning Week deserves more support

  • Amyr Rocha-Lima

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

  • Chartered Body Alliance

    Call for Financial Planning bodies to work together

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

    Hundreds of Planners backed Financial Planning Week

  • CISI Financial Planning Awards taking place virtually

    Revealed: CISI 2020 Financial Planning Awards winners

  • New independent director Jane Valls

    Brewin and Barclays Wealth execs join CISI board

  • Jacqueline Lockie

    Head of Financial Planning Lockie to leave CISI

  • Sally Plant

    SJP Paraplanner is new CISI Financial Planning head

  • Typical FCA register professional status entry

    FCA praised for adding professional status to register

  • CISI website

    CISI exams go online

  • CISI CEO Simon Culhane

    Only 1 in 5 confident their firms support ESG 

  • CISI Paraplanning Conference

    CISI unveils Paraplanner Conference 2021

  • Rebecca Tuck winning Paraplanner of Year Award at 2018 Conference

    Financial Planning Conference back as in-person event

  • Simon Culhane

    Confidence rises for financial services professionals 

  • CISI

    CISI adds ethical investment course for practitioners 

  • CISI Paraplanning Conference

    CISI Paraplanner Conference 2021 gets under way

  • Virtual events are here to stay

    CISI Paraplanner Conference to stay virtual in 2022

  • Women finance workers have suffered more stress during the pandemic

    55% of women finance workers ‘stressed’ by pandemic

  • The CISI merged with the Institute of Financial Planning six years ago

    CISI gets permission to award Planners top designation

  • Sally Plant, head of Financial Planning at the CISI

    CISI urges more Planners to join Financial Planning Week

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