CISI urges planners to back Financial Planning Week 2019

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.

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CISI reveals first 3 to pass new Financial Planning exam

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.

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Thousands set to attend annual planner conferences

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.

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CISI appoints new branch president

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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