CISI boosts CFP training with new partnership
- Thursday, 03 March 2022
- Articles
The Chartered Institute for Securities & Investment (CISI) is teaming up with training firm Lockie Consultants to provide more support for Certified Financial Planner (CFP) candidates in the UK.
Read more...Former CISI Planning head launches 2 CFP prep courses
- Friday, 24 September 2021
- Articles
Two new courses have been launched to support Financial Planners through their CISI level 7 qualification to gain their Certified Financial Planner certification.
Read more...SJP Paraplanner is new CISI Financial Planning head
- Monday, 09 November 2020
- Articles
The Chartered Institute for Securities & Investment (CISI) has appointed St James’s Place Paraplanner Sally Plant as its new head of Financial Planning.
Read more...Head of Financial Planning Lockie to leave CISI
- Thursday, 22 October 2020
- Articles
Jacqueline Lockie CFP Chartered FCSI, the Chartered Institute for Securities & Investment’s head of Financial Planning, will leave the professional body at the end of the year.
Read more...