The Chartered Institute for Securities & Investment (CISI) has appointed former John Lamb adviser and Distribution Technology board member Campbell Edgar as its head of financial planning.
Edgar will be supported by deputy head of financial planning, former Institute of Financial Planning (IFP) director of training and education Jacqueline Lockie. The two fixed positions will be responsible for promoting and growing the financial planning profession, including raising greater awareness of the Certified financial planner (CFP) qualification. They will be based at CISI's office in London, reporting to global director of business development Kevin Moore, starting 3 May. Edgar is a Fellow of the IFP and Personal Finance Society and an associate member of the Institute of...
To continue reading this article...
Join Professional Adviser for free
- Unlimited access to real-time news, industry insights and market intelligence
- Stay ahead of the curve with spotlights on emerging trends and technologies
- Receive breaking news stories straight to your inbox in the daily newsletters
- Make smart business decisions with the latest developments in regulation, investing retirement and protection
- Members-only access to the editor’s weekly Friday commentary
- Be the first to hear about our events and awards programmes