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  • Ex-IFP President: We must make it easy to see a planner

    CISI Board Director Rebecca Taylor CFPTM Chartered FCSI

  • Financial Planners urged to back national consumer campaign

  • New Level 4 Financial Planning and Advice exam launches

  • CISI survey finds practitioners say no to Brexit

    CISI CEO Simon Culhane

  • Up to 200 expected to take new Financial Planning exam in year 1

    Lydia Romero, the CISI global director of learning,

  • Ex-British Army Colonel to speak at Paraplanner Conference

    Farida Hassanali - conference co-chair

  • CISI exam board chair lands role with leading savings body

  • 32 firms to sign up for national Financial Planning campaign

    Rebecca Taylor, CFPTM Chartered FCSI

  • Nearly 150 gather for Paraplanner conference

    Farida Hassanali - conference co-chair

  • Live: CISI Paraplanner conference gets underway

    Farida Hassanali - conference co-chair

  • Live: Delegates pour in to begin Paraplanner conference

    Farida Hassanali - conference co-chair

  • Ex-Army chief: Leaders don’t put themselves first

    Ex-Army chief Bob Fraser MBE

  • Paraplanners will survive technology disruption - Sloss

    Colin Sloss of IRESS

  • Urquhart Stewart: Entice young into pensions via gaming

  • Size of firm no excuse for poor diligence - FCA's Hewitt

    FCA's Christopher Hewitt

  • Delegates praised for Paraplanner Conference 'buzz' and interaction

    Farida Hassanali - conference co-chair

  • National Financial Planning campaign begins today

  • Tilney fund manager gains prestigious CISI branch position

  • Financial Planning Week reaches thousands of consumers

    CISI logo

  • Wealth firm teams up with CISI to create internship

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