Two Financial Planning firms based in the South West have achieved prestige Chartered Firm status from the CISI professional body.

The CISI's annual Financial Planning Week to promote the benefits of professional Financial Planning to the nation will be launched next week on 26 January and run until 1 February.

The Chartered Institute for Securities & Investments (CISI) has joined other professional bodies in calling for stronger governance on the ethical threats for financial professionals using AI (Artificial Intelligence).

More than 300 Financial Planners are making their way to the two-day 2025 CISI Financial Planning Conference which takes place this week on Thursday (tomorrow) and Friday at the De Vere Beaumont Estate in Windsor.

Tracy Vegro, CEO of the Chartered Institute for Securities & Investment (CISI), opened this year's annual Financial Planning Conference today with an upbeat message about the future for the profession.