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  • SJP Paraplanner is new CISI Financial Planning head

    Sally Plant

  • CISI unveils Paraplanner Conference 2021

    CISI Paraplanning Conference

  • Financial Planning Conference back as in-person event

    Rebecca Tuck winning Paraplanner of Year Award at 2018 Conference

  • CISI Paraplanner Conference 2021 gets under way

    CISI Paraplanning Conference

  • CISI Paraplanner Conference to stay virtual in 2022

    Virtual events are here to stay

  • CISI urges more Planners to join Financial Planning Week

    Sally Plant, head of Financial Planning at the CISI

  • 2 Planning firms achieve CISI’s Accredited status 

    CISI HQ in London

  • Lexington Wealth gains Accredited CISI status

    Warren Shute, managing director at Lexington Wealth Management and Chartered Wealth Manager

  • CISI launches CFP pathway for Chartered Planners

    CISI's Sally Plant

  • CISI Paraplanner Conference stays online for 2022 

    CISI Paraplanning Conference and 8 bit gaming theme

  • 242 sign up for CISI Paraplanner Conference 2022

    CISI Paraplanning Conference and 8 bit gaming theme

  • Financial Planning Week 2022 - details revealed 

    The CISI is encouraging consumers to see a Financial Planner

  • More younger people turning to Financial Planners

    Sally Plant, CISI assistant director, Financial Planning and education development

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