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certified financial planner

Your profession

CISI brings back free advice for Financial Planning Week

40 firms already signed up

clock 06 April 2017 • 2 min read

Your profession

How well is the CISI doing with the spirit of financial planning?

CISI financial planning conference kicks off today

clock 03 October 2016 • 5 min read

Your profession

CISI level 4 Financial Planning & Advice exam gains FCA approval

Confirms exam meets needs of those advising on FCA activities 4 and 6

clock 29 September 2016 • 1 min read

People

Julie Lord launches IFA in return to 'proper' financial planning

Says clients were unhappy in large firm

clock 17 August 2016 • 2 min read

People

CISI financial planning awards open for entries

Winners to be revealed at the annual conference

clock 16 May 2016 • 1 min read

People

Advice firms offer 'tasters' for Financial Planning Week

18 businesses sign up for initiative

clock 29 April 2016 • 2 min read

People

CISI appoints Campbell Edgar as head of financial planning

He will sit alongside financial planning committee

clock 26 April 2016 • 2 min read

Adviser tips

Talking heads: What my studies did for me

Avoiding the pitfalls when passing exams

clock 14 April 2016 • 3 min read

Companies

Ex-IFP president: Sorting out branch meetings 'absolute priority' for CISI

Organisation has overcome teething issues

clock 18 March 2016 • 2 min read

Companies

CISI creates head of financial planning role to promote CFP qualification

CISI merged with the IFP in November

clock 07 March 2016 • 2 min read
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