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Financial Planning Week aims to ‘make dreams happen’

As part of Financial Planning Week, which kicked off yesterday, UK consumers are being offered free personal Financial Planning sessions worth up to £500 with the theme to “make dreams happen.”


CISI’s Lockie hails ‘amazing’ Financial Planning conference

CISI head of Financial Planning Jacqueline Lockie, described this year’s Annual Financial Planning Conference as “amazing”, as more than 450 people attended the two-day event in Birmingham yesterday and today - up on last year.


CISI reveals winners of 2018 Financial Planning Awards

The Chartered Institute for Securities & Investment revealed the winners of its 2018 Financial Planning Awards at its Annual Financial Planning Conference Gala Dinner on Monday evening (1 Oct).


New look CFP and other changes coming from CISI

CISI head of Financial Planning Jacqueline Lockie CFP announced a raft of improvements to the professional body's qualifications and support services for members at the CISI Annual Financial Planning Conference 2018 today in Birmingham.

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