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CISI

CISI welcomes 76 Certified financial planners

Your profession

CISI welcomes 76 Certified financial planners

Number of UK CFP professionals continues to rise

clock 24 March 2026 • 1 min read
Two financial planning firms gain CISI accreditation

Companies

Two financial planning firms gain CISI accreditation

Recognised as ‘leaders’ in the profession

clock 03 February 2026 • 1 min read
Depledge Strategic Wealth Management backs CISI financial planning push

Your profession

Depledge Strategic Wealth Management backs CISI financial planning push

‘Financial planning is for every week’

clock 28 January 2026 • 2 min read
Why Financial Planning Week 2026 matters for advisers

Your profession

Why Financial Planning Week 2026 matters for advisers

UK Financial Planning Week 2026 runs from 26 January to 1 February

clock 26 January 2026 • 3 min read
Ethical implications of AI remain 'a critical focus'

Technology

Ethical implications of AI remain 'a critical focus'

CISI and ACCA report identifies key threats

clock 17 October 2025 • 2 min read
Capacity, not growth, advisers' biggest scaling challenge

Your profession

Capacity, not growth, advisers' biggest scaling challenge

Scaling is about fixing workflows, not just adding clients and assets

clock 06 October 2025 • 2 min read
Advisers urged to use EIS and SEIS for tax planning ahead of pension IHT changes

Your profession

Advisers urged to use EIS and SEIS for tax planning ahead of pension IHT changes

Ahead of IHT on pensions change

clock 06 October 2025 • 2 min read
FCA: Fair value in advice 'not about charging the lowest fees'

Regulation

FCA: Fair value in advice 'not about charging the lowest fees'

Consumer investments department head says it should not be a ‘race to the bottom’

clock 03 October 2025 • 2 min read
CISI Future Foundation awards nearly £1m to improve financial literacy

Your profession

CISI Future Foundation awards nearly £1m to improve financial literacy

Fourteen charities receive funding to deliver education programmes across the UK

clock 30 September 2025 • 1 min read
Training provider cautions 'high' exam costs posing barrier to young adviser talent

Your profession

Training provider cautions 'high' exam costs posing barrier to young adviser talent

Wiser Academy looks to bridge generational gap in advice profession

clock 25 September 2025 • 3 min read
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