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  • Financial Planners Gretchen Betts and Julie Lord have said cashflow modelling is key to their new firm Magenta

    Poll verdict: Cashflow model key for true Financial Planning

  • New President appointed at CISI Southern branch

  • Jacqueline Lockie CFPTM Chartered FSCI, CISI deputy head of Financial Planning

    Time for IFP-CISI merger doubters 'to get behind it'

  • Simon Culhane, Chartered FCSI and CISI chief executive

    New level 4 Financial Planning exam gets FCA green light

  • Awards at last year's gala dinner - more will be handed out this year

    Over 300 Financial Planners heading to conference

  • Professor David Hand will be a guest speaker at the CISI’s Financial Planning Annual Conference

    Miracles? Expect one a month, Financial Planners to be told

  • Financial Planners gained 'million pound clients' from campaign week

  • FPSB CEO Noel Maye addressing the CISI-IFP Financial Planning Conference today

    Global Financial Planning chief aims for 250,000 CFP Professionals

  • Celtic Manor

    Biggest Financial Planning event of the year begins

  • Caspar Berry was an adviser on James Bond film Casino Royale in 2006

    James Bond adviser on changing client views on risk

  • Celtic Manor

    Live: CISI Financial Planning conference 2016

  • Celtic Manor, where the conference is taking place today

    Make ethics 'part of the DNA', Financial Planners told

  • Jackie Lockie CFPTM Chartered FSCI, CISI deputy head of Financial Planning, issued a rallying call to members this morning.

    ‘Grumpy’ planners told: ‘You’ve got to dance with us’

  • CISI chief calls for ex-IFP members to return to flock

  • Lawyer warns Financial Planners over robo risks

  • Celtic Manor Resort Hotel, near Newport, South Wales

    Acumen scoops CISI Financial Planning Firm of Year

  • CISI name change: Chief exec 'wouldn't rule it out' in future

  • Campbell Edgar Chartered FCSI, the CISI's head of Financial Planning

    Financial Planning conference 'went better than expected'

  • Theresa May: Advisers helping dodge tax, we're after you

  • Gala dinner evening guests at the conference clap the winners of the other awards

    Financial Planning award axed as entries 'weren't that good'

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