CISI to launch ‘unique’ Financial Planning Week in October
- Friday, 31 July 2020
- Articles
The CISI is urging UK Financial Planners to get involved in this year’s Financial Planning Week to help consumers cope with the “huge shock” of Covid-19.
Read more...CISI 2019: Financial Planning Conference opens
- Monday, 30 September 2019
- Articles
The CISI's annual Financial Planning Conference – one of the biggest events in the Financial Planning calendar – opened today in Birmingham.
Read more...Leading Financial Planner Martin Ruskin shares top client tips
- Wednesday, 19 December 2018
- Articles
Certified Financial Planner and Chartered Wealth Manager Martin Ruskin CFP, head of business development at Paradigm Norton and a leading Financial Planning figure, has shared his top client loyalty tips.
Read more...Michael Cole-Fontayn formally elected chairman of the CISI
- Friday, 12 October 2018
- Articles
The board of directors of the Chartered Institute for Securities & Investment (CISI) hailed the election of Michael Cole-Fontayn MCSI as chairman.
Read more...