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  • CISI 2019: Members to vote on Chartered bye-law change

    Jacqueline Lockie addesses delegates at the CISI Financial Planning Conference

  • CISI 2019: Lockie hails 'professionalism' of delegates

    CISI's Jacqueline Lockie

  • FP Week 2019 gets underway with ‘life goals’ focus

    Financial Planning Week

  • First cohort achieves new CFP certification, CISI reveals

    Jacqueline Lockie

  • CISI Planning head Lockie to join global CFP committee

    CISI's Lockie

  • 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 to launch ‘unique’ Financial Planning Week in October

    FP Week 2020 logo

  • Expert Wealth becomes CISI Accredited Planning Firm

    Jonathan Hunt

  • Pippa wins CISI Paraplanner Of The Year Award

    Pippa Oldfield

  • CISI picks Rocha Lima to chair Financial Planning Forum

    Amyr Rocha Lima CFP

  • Financial Planning Week 2020 gets under way

    FP Week 2020 logo

  • 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

  • Head of Financial Planning Lockie to leave CISI

    Jacqueline Lockie

  • SJP Paraplanner is new CISI Financial Planning head

    Sally Plant

  • Former CISI Planning head launches 2 CFP prep courses

    Lockie Consultants founder Jacqueline Lockie

  • CISI boosts CFP training with new partnership

    Lockie Consultants

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