Christopher Morris, head of Financial Planning policy & engagement of the Chartered Institute for Securities & Investment (CISI), will join the FPSB Chief Executive's Committee as an 'at-large representative' for a three-year term starting 1 January.

Professional body and educational charity the Chartered Institute for Securities & Investment (CISI) wants Financial Planning Week 2025 - coming in January - to be an opportunity for Financial Planners to 'give back' to their communities.

The CISI Future Foundation has made grants totalling £145,000 to two UK-based financial literacy charities that aim to help entrepreneurs and teachers.

Nicholas Grogan CFP, Chartered FCSI of Liverpool-based PWS Financial Consulting, has won the prestigious Certified Financial Planner Professional award from the CISI.

The Chartered Institute for Securities & Investment (CISI) has appointed Certified Financial Planner Carly Dunningham as chair of the CISI Financial Planning forum committee.

Professional body the Chartered Institute for Securities & Investment (CISI) has appointed Neil Atkinson Chartered FCSI to its Board.

West Sussex-based high net worth specialist Financial Planning firm Servo Private Wealth has been awarded CISI Chartered Firm status.

The Chartered Institute for Securities & Investment (CISI), the professional body which provides the Certified Financial Planner designation in the UK, has awarded CISI Chartered Firm status to wealth manager AHR Dubai.