The Chartered Institute for Securities & Investment (CISI) has made it an "absolute priority" to transform branch meetings for its financial planning community, after a shaky start left some advisers concerned about the future of the organisation, the president of the former Institute of Financial Planning (IFP) has said.
Alan Dick (pictured), who is now chairman of the CISI IFP professional forum committee, said early teething problems took CISI a while to get started on its drive to promote financial planning but its appointment of a formal head of financial planning was a sign of its commitment. He said he was confident soft skills training, a much-loved feature of former IFP events, would return in full. Investment management-body CISI merged with the IFP last November, despite misgivings from some members. It created a forum for financial planners within the wider organisation to replace the IFP f...
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