CISI launches SMCR Conduct Rules members toolkit
- Thursday, 12 September 2019
- Articles
With the December deadline looming for the extension of the FCA SMCR Conduct Rules to all UK solo-regulated firms, the CISI has launched a new SMCR Conduct Rules Toolkit.
Read more...Paraplanners debate ethical Financial Planning dilemmas
- Tuesday, 18 June 2019
- Articles
Delegates at the CISI Paraplanner Conference, at the Crowne Plaza hotel, in Stratford-Upon-Avon, today took part in a lively interactive session looking at Financial Planning dilemmas.
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