• CISI Financial Planning Week is chance to 'give back'

    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.

  • New chair for CISI Financial Planning forum

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