FP Week 2019 gets underway with ‘life goals’ focus
- Monday, 07 October 2019
- Articles
![Financial Planning Week](/media/k2/items/cache/160516732e2f800791b791bb5f58147c_Generic.jpg)
The CISI’s Financial Planning Week got under way today, with the event running until Friday.
Read more...Dan Atkinson: Financial Planning Week is opportunity to engage
- Monday, 07 October 2019
- Comment
![Dan Atkinson head of technical at EQ Investors](/media/k2/items/cache/872c9f9831f0c19edbb049f2848bd262_Generic.jpg)
“Plans can break down. You cannot plan the future. Only presumptuous fools plan. The wise man steers.” ― Terry Pratchett, Making Money
Read more...Editor’s Comment: A contrarian Financial Planner's wise words
- Friday, 04 October 2019
- Comment
![Editor Kevin O'Donnell](/media/k2/items/cache/549f5e8ffad848abb903f0a1ce29a7e2_Generic.jpg)
It was good to get to the CISI 2019 Financial Planning Conference in Birmingham this week and meet some old faces - always one of the highlights of these events for me.
Read more...CISI 2019: Members to vote on Chartered bye-law change
- Tuesday, 01 October 2019
- Articles
![Jacqueline Lockie addesses delegates at the CISI Financial Planning Conference](/media/k2/items/cache/eca2f4ffdb7d0c0e94c52194ee6716de_Generic.jpg)
CISI members will be voting on whether to change bye-laws to mean the title ‘Chartered Fellow (Financial Planning)’ can be used.
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