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  • Sally Plant

    SJP Paraplanner is new CISI Financial Planning head

  • CISI Paraplanning Conference

    CISI unveils Paraplanner Conference 2021

  • Rebecca Tuck winning Paraplanner of Year Award at 2018 Conference

    Financial Planning Conference back as in-person event

  • CISI Paraplanning Conference

    CISI Paraplanner Conference 2021 gets under way

  • Virtual events are here to stay

    CISI Paraplanner Conference to stay virtual in 2022

  • Sally Plant, head of Financial Planning at the CISI

    CISI urges more Planners to join Financial Planning Week

  • CISI HQ in London

    2 Planning firms achieve CISI’s Accredited status 

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

    Lexington Wealth gains Accredited CISI status

  • CISI's Sally Plant

    CISI launches CFP pathway for Chartered Planners

  • CISI Paraplanning Conference and 8 bit gaming theme

    CISI Paraplanner Conference stays online for 2022 

  • CISI Paraplanning Conference and 8 bit gaming theme

    242 sign up for CISI Paraplanner Conference 2022

  • The CISI is encouraging consumers to see a Financial Planner

    Financial Planning Week 2022 - details revealed 

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

    More younger people turning to Financial Planners

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