CISI urges planners to back Financial Planning Week 2019
- Wednesday, 04 September 2019
- Articles
![Financial Planning Week 2019 logo](/media/k2/items/cache/38863d5db0b4057ec62711619ffb71dd_Generic.jpg)
The Chartered Institute for Securities & Investment is encouraging UK Financial Planners to back its national annual consumer campaign - Financial Planning Week - which will run from 7-11 October.
Read more...CISI reveals first 3 to pass new Financial Planning exam
- Tuesday, 03 September 2019
- Articles
![CISI's Jacqueline Lockie](/media/k2/items/cache/b7b7f30a69723175455d5a1f76981526_Generic.jpg)
The Chartered Institute for Securities & Investment, the body which awards the Certified Financial Planner qualification, has announced the first three people to pass its new-style Level 6 exam in Advanced Financial Planning.
Read more...Thousands set to attend annual planner conferences
- Monday, 02 September 2019
- Articles
![CISI Conference in 2018](/media/k2/items/cache/0271407288c74bc8aad9bcf746f43886_Generic.jpg)
Over the next 10 weeks more than 2,000 Financial Planners, Paraplanners and Wealth Managers will be attending the annual conferences of the two main professional bodies for planners, the Personal Finance Society and the Chartered Institute for Securities & Investment.
Read more...CISI appoints new branch president
- Friday, 26 July 2019
- Articles
![Tim Boles](/media/k2/items/cache/25bb82cc5a296813e9982ea5fa84094e_Generic.jpg)
The Chartered Institute for Securities & Investment (CISI) has appointed Timothy C Boles Chartered FCSI, FRGS, FRSA, FInstLM, as president of CISI’s Isle of Man branch committee.
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