Firm gains CISI Accredited Financial Planning status
- Monday, 18 March 2019
- Articles
The Chartered Institute for Securities & Investment (CISI) has revealed that Sheraton Financial Planning, based in Fareham, Hampshire, has become a CISI Accredited Financial Planning Firm.
Read more...CISI backs new FCA rules on professional bodies
- Tuesday, 12 March 2019
- Articles
Two leading financial services professional bodies have backed new FCA rules, which stipulate that individual members must to include their Professional body membership in its new Directory.
Read more...CISI relaunches CFP as ‘highest’ UK planning qualification at Level 7
- Monday, 04 March 2019
- Articles
The Chartered Institute for Securities and Investment is to relaunch its Certified Financial Planner designation with a new pathway which will move the qualification up from Level 6 to Level 7.
Read more...New CISI president to ‘extend voice of Financial Planners’
- Friday, 15 February 2019
- Articles
The Chartered Institute for Securities & Investment (CISI) has appointed of a new president for its Birmingham committee, who hopes to give Financial Planners a stronger voice.
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