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  • Wotton House, Surrey

    CISI Financial Planning Conference 2023 gets under way

  • Alasdair Walker CFP

    Walker wins CFP Professional of the Year Award

  • Wotton House, Surrey

    Assets under advice model is broken - CISI Conference

  • CISI conference under day

    More than 300 attend CISI Financial Planning Conference

  • Editor Kevin O'Donnell

    Editor’s Comment: Planners’ ‘secret sauce’ is revealed

  • Financial Advice Business Benchmarks 2023 Report

    One in six adviser firms looking to sell

  • The CISI Future Foundation

    CISI foundation boosts financial literacy charities

  • Financial Planning Week logo

    CISI announces dates of Financial Planning Week 2024

  • Glenn Murphy

    New head of CISI Wealth Management Committee

  • Emma Black

    CISI appoints entrepreneur as North East President

  • Tracy Vegro, chief executive of the CISI

    UAE firm achieves Chartered status

  • Financial Planning Week logo

    Financial Planning Week gets under way

  • CISI website

    CISI awards 6 new Honorary Fellowships

  • CISI website

    CISI adds mental health and anti-addiction courses

  • The CISI said that improving gender diversity in investment management is essential

    CISI sponsors female investment education charity

  • CISI student winners Sebastian Tataru and My Tam Hoang

    UK students win CISI Educational Trust Global Awards

  • CISI Scotland co-presidents Jonathan Gibson (left) and Shaid Moughal

    CISI appoints Financial Planner co-president for Scotland

  • Hannah Daniel, new CISI Yorkshire president

    CISI appoints new President of Yorkshire branch    

  • Helen Bradley, CEO of Future Asset

    Careers day to promote financial jobs to Scots girls

  • CISI website

    CISI works with ACCA on ethical AI skills

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