CISI head of Financial Planning Campbell Edgar CFP^TM Chartered FCSI is to become an industry training consultant after stepping shortly from the CISI.

Mr Edgar, a former President of the Institute of Financial Planning which merged with the Chartered Institute for Securities & Investment in 2015, announced his intention to retire this year from the CISI. One of his last official engagements will be to host the annual CISI / IFP Annual Conference taking place in Wales later this month.

However, Mr Edgar says that rather than fully retire he plans to set up a training consultancy offering his knowledge and experience to Financial Planning firms as a consultant, focusing particularly on professional qualifications and development.

In an article for the next Financial Planning Today magazine being published this week he said: “Rumours of my total retirement have been overstated.

“A key requirement of the changing integrated Financial Planning scene is the ongoing growth of professional, internationally-recognised, qualifications, particularly the Certified Financial Planner accreditation.

“In order to help more Financial Planners attain this august designation, I will be setting up a training consultancy, working alongside the Institute, to offer training and mentoring services to individuals and firms who recognise the benefits.

“There’s a common experience recognised by most CFPTM practitioners on their journey to integrated Financial Planning, which is a “light-bulb” moment, a moment of change when they recognise the subtle but profound difference between product-oriented, transactional financial advice and integrated Financial Planning.

"My mission is to help many more planners experience their own “light-bulb” moment, and then assist them in their endeavours to attain the Certified Financial Planner accreditation, by providing appropriate direct and train-the-trainer courses to planners and wealth managers.”

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