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.

She has spent over four years at the CISI and has yet to fix her next role but said it will be within the Financial Planning community.

Ms Lockie played a key role in the integration of the Institute of Financial Planning (IFP) membership following the CISI/IFP merger in November 2015 and supported the institute while it 're-engineered' the new Certified Financial Planner pathway. 

She also helped to grow the number of CISI’s Financial Planning Forum members from 2,000 to 6,670. 

Christopher Morris Chartered MCSI will remain as deputy head of Financial Planning, reporting to Kevin Moore Chartered FCSI, CISI global business development director, until a replacement head of Financial Planning is appointed.

Ms Lockie said: “I had August off to think about my contribution within the CISI and I feel like now is a good time to go.  What’s next is not fixed at the moment but it will be within the financial planning community.

“At the CISI we’ve had two very successful conferences this year and good engagement with the FP community, which has led to significant growth in the FP Forum.  Whilst it has been frustrating not to see growth in the CFP numbers, partly because of the time taken to restructure the CFPTM pathway, I do wish CISI every success in its desire to do so.”

Certified Financial Planner numbers in the UK remain below 1,000, a number which has not changed for nearly a decade in contrast with rapid global growth of the CFP designation around the world. In the UK the Chartered Financial Planner designation run by the PFS/CII remains dominant. Earlier this year the PFS revealed Chartered Financial Planner numbers were close to nearly 7,000.