Cutting client stress is focus for World Planning Day
- Tuesday, 26 September 2023
- Articles
Research showing that Financial Planning can play a key role in reducing financial stress and worries for clients will be published to mark this year’s World Financial Planning Day on 4 October.
Read more...CISI and NextGen partner for 'new blood' initiative
- Tuesday, 15 August 2023
- Articles
The CISI and NextGen Planners are holding a series of Changefest events this autumn to encourage more young people to consider Financial Planning and fintech careers.
Read more...CISI appoints new Manchester President
- Tuesday, 15 November 2022
- Articles
Tricia Lucey, business and compliance manager at Luna Investment Management, has been appointed as the new President of the Chartered Institute for Securities & Investment Manchester and North West district branch committee.
Read more...BBC maths guru to speak at CISI Paraplanner Conference
- Wednesday, 24 April 2019
- Articles
Broadcaster, mathematician and author Hannah Fry has been unveiled as the keynote motivational speaker at this year’s CISI Paraplanner Conference.
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