CFP pioneer Jervis is new East Midlands CISI President
- Monday, 27 January 2020
- Articles
![Andy Jervis. Courtesy of Chesterton House](/media/k2/items/cache/22596f18dbc1968d85e5cc85a0fe5bc2_Generic.jpg)
Well known Financial Planner Andy Jervis CFP, one of the first people in the UK to achieve CFP status, has been appointed by the CISI as President of its East Midlands branch.
Read more...Atkinson appointed chairman of CISI’s Paraplanner forum
- Wednesday, 15 January 2020
- Articles
![PIG chairman Dan Atkinson](/media/k2/items/cache/59c460d55ad43cde663d3840f5df1504_Generic.jpg)
The Chartered Institute for Securities & Investment has appointed Financial Planning Today columnist and experienced Paraplanner Dan Atkinson, APP Chartered MCSI as the new chairman of the CISI Paraplanner Interest Group (PIG).
Read more...CISI Planning head Lockie to join global CFP committee
- Wednesday, 13 November 2019
- Articles
![CISI's Lockie](/media/k2/items/cache/c48436bc188047cd6555ffb470475e4f_Generic.jpg)
The CISI’s head of Financial Planning, Jacqueline Lockie CFP, is to join the prestigious Chief Executive’s Committee (CEC) of the Financial Planning Standards Board, the body which oversees the Certified Financial Planning designation around the world.
Read more...First cohort achieves new CFP certification, CISI reveals
- Friday, 08 November 2019
- Articles
![Jacqueline Lockie](/media/k2/items/cache/c70c0ee0eec4e8ab12228724d42c9e74_Generic.jpg)
The Chartered Institute for Securities & Investment (CISI) has revealed the first cohort of successful achievers for its new CFP certification pathway.
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