Read the CISI's verdict and readers' comments on the ethical dilemma that appears in the Q1 2019 print edition of The Review

A CISI Chartered member suspects that his manager, also a Chartered MCSI, is claiming CPD for events at which she has not remained for the duration. However, there is no question about her competence or capability. What, if anything, should he do?

Bev Bevan, drummer extraordinaire and Birmingham music legend who has played with such bands as Electric Light Orchestra and Black Sabbath, was guest speaker at the CISI Birmingham & West Midlands annual dinner 2019, held on 6 June at the Clayton Hotel

George Kinder, founder of the Kinder Institute of Life Planning, explains why financial planners need to spend more time listening to their clients to help them achieve their life goals
by Dominic Dudley

This year’s Annual General Meeting will be held on Thursday 10 October at the CISI head office, 3rd Floor, 20 Fenchurch Street, London EC3M 3BY from 10.30 to 11am

Personal misconduct, including groping and unwanted attention, is still all too common in the global financial services sector, despite the rise of the #metoo movement and the efforts of regulators

The new, improved CERTIFIED FINANCIAL PLANNER™ certification, following two years of extensive review will, at level 7 on the UK National Qualifications Framework, be the UK’s highest level qualification for financial planners

The May 2019 edition of co-branded publication The Insights Review, produced by Internal Consulting Group, is out now

Bola Ajomale, inaugural president of the Nigerian NAC and managing director and CEO of NASD, on his varied career to date and how the CISI has helped him
by Bethan Rees

Some firms are clearly making progress in creating an environment where LGBT people feel supported, but there is still room for improvement 
by Bethan Rees

How to spot and mitigate against vulnerability in clients  
by Gill Wadsworth

John Barnes, former England and Liverpool footballer and TV commentator, was guest speaker at the CISI Liverpool, Chester and North Wales branch annual dinner, held on 9 May 2019 at the Hilton Liverpool City Centre

What is the corporate criminal offence of the failure to prevent tax evasion (FPTE) facilitation and what is required of investment firms? Ali Kazimi, managing director at Hansuke Consulting, explains

The UAE ranks highly in competitiveness, but its economic growth is dampened
by Bethan Rees

Since 1 January 2019, large UK banks have been required to put a protective barrier around their retail services to comply with Vickers reform
by Phil Thornton 

FTSE 100 pension fund surpluses should be viewed with caution. Sound governance and investment are the real indicators of a fund’s true health
by Gill Wadsworth