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  • Jacqueline Lockie addesses delegates at the CISI Financial Planning Conference

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

  • CISI's Jacqueline Lockie

    CISI 2019: Lockie hails 'professionalism' of delegates

  • Financial Planning Week

    FP Week 2019 gets underway with ‘life goals’ focus

  • Jacqueline Lockie

    First cohort achieves new CFP certification, CISI reveals

  • CISI's Lockie

    CISI Planning head Lockie to join global CFP committee

  • CISI head of Financial Planning Jacqueline Lockie

    First 2 Financial Planners achieve CFP Level 7 qualification

  • CISI website

    Nearly 50 pass new-look CISI Financial Planning exam

  • CISI's head of Financial Planning Jacqueline Lockie

    Jacqueline Lockie: How pandemic might change clients

  • FP Week 2020 logo

    CISI to launch ‘unique’ Financial Planning Week in October

  • Jonathan Hunt

    Expert Wealth becomes CISI Accredited Planning Firm

  • Pippa Oldfield

    Pippa wins CISI Paraplanner Of The Year Award

  • Amyr Rocha Lima CFP

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  • FP Week 2020 logo

    Financial Planning Week 2020 gets under way

  • Video calling was widely used during Financial Planning Week (picture posed by model)

    Hundreds of Planners backed Financial Planning Week

  • CISI Financial Planning Awards taking place virtually

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  • Jacqueline Lockie

    Head of Financial Planning Lockie to leave CISI

  • Sally Plant

    SJP Paraplanner is new CISI Financial Planning head

  • Lockie Consultants founder Jacqueline Lockie

    Former CISI Planning head launches 2 CFP prep courses

  • Lockie Consultants

    CISI boosts CFP training with new partnership

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