Twenty-five Financial Planners received their Level 6 Diploma in Financial Advice, or were officially presented with their Chartership in financial services, at a ceremony at London’s Guildhall last week.
The CISI’s head of Financial Planning Sally Plant is leaving the body after just under five years to join the rival LIBF professional body in a senior role.
The LIBF professional body is changing the way is assesses its Advanced Diploma in Financial Advice to move it towards more practical elements.
