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  • Celtic Manor Resort Hotel, near Newport, South Wales

    Acumen scoops CISI Financial Planning Firm of Year

  • CISI Q&A session at CISI Financial Planning Conference

    CISI wants 'level playing field' with PFS Chartered designation

  • Jacqueline Lockie

    CISI’s Lockie hails ‘amazing’ Financial Planning conference

  • CISI Annual Financial Planning Conference BSPS session

    CISI conference hears lessons from BSPS debacle

  • Martin Ruskin addresses the CISI Financial Planning Conference

    CISI 2019: Financial Planning Conference opens

  • Sapna Shapero and Anja Turvey of Chesterton House at the CISI Financial Planning Conference 2019

    CISI 2019: 60% of clients will fire parents’ planner

  • Rory Percival addresses delegates at the CISI Financial Planning Conference this afternoon

    CISI 2019: ‘Planners failing over client focus’ - Rory Percival

  • Prof Deen Sanders speaking at the CISI Financial Planning Conference

    CISI 2019: Financial Planners have "extraordinary" gift

  • CISI

    CISI 2019: Financial Planning Awards winners revealed

  • Sandy Robertson at the CISI Financial Planning Conference

    CISI 2019: How to fight back against consolidators

  • Jacqueline Lockie addesses delegates at the CISI Financial Planning Conference

    CISI 2019: Members to vote on Chartered bye-law change

  • CISI's Jacqueline Lockie

    CISI 2019: Lockie hails 'professionalism' of delegates

  • CISI's Simon Culhane speaking at the conference

    CISI 2019: CEO pledges '100%' support for planning

  • Jacqueline Lockie CFPTM Chartered FCSI, CISI head of financial planning

    CISI Financial Planning Conference moves online

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