CISI financial planning awards open for entries

Winners to be revealed at the annual conference

Carmen Reichman
clock • 1 min read

The Chartered Institute for Securities & Investment (CISI) is accepting entries from advisers for its annual financial planning awards.

This is the first year the awards will be hosted by the CISI, after it took over the Institute of Financial Planning last November. The organisation will hand out eight individual awards, omitting only the branch chairman category, which has been replaced with an exhibition stand award. Planners will be able to put themselves forward for the accolades of CFP Professional of the Year, the David Norton Award and Paraplanner of the Year. For their part newly certified financial planners will have a chance to win the Jonathan Timms Memorial Prize for the best diploma result, while stud...

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

Join

 

Already a Professional Adviser member?

Login

More on People

People Moves: Vermeer Partners hires financial planning director

People Moves: Vermeer Partners hires financial planning director

Rob Hodgson joins Vermeer Financial Planning from Cazenove Capital

Professional Adviser
clock 16 April 2024 • 1 min read
Firefighter to adviser: Ian O'Dowd on assessing the situation

Firefighter to adviser: Ian O'Dowd on assessing the situation

‘I don’t go into burning buildings to save financial plans, but the same ethos rings true’

Isabel Baxter
clock 10 April 2024 • 4 min read
Headteacher to adviser: Kenneth Hopewell on emotional intelligence

Headteacher to adviser: Kenneth Hopewell on emotional intelligence

‘I like meeting people and wanted to do something where I help others’

Isabel Baxter
clock 22 March 2024 • 2 min read