To mark our 30th anniversary, we speak to financial services professionals from around the world to gain a snapshot of the sector now and how it may look in the future by Jane Playdon, Review editor
CISI CEO Simon Culhane, Chartered FCSI, reflects on his career and the transformations he has witnessed over the past 40 years by Len Williams
What’s it like entering the financial services sector these days? New joiners talk about their experiences as firms step up to meet the challenge of attracting talent from diverse backgrounds by Tim Cooper
Tracy Vegro OBE will commence with the CISI on 5 September 2022, taking over from the Institute’s outgoing chief executive Simon Culhane, Chartered FCSI
Three years after the CISI launched its enhanced CERTIFIED FINANCIAL PLANNER™ certification pathway, Gill Wadsworth and Jane Playdon chat to recently qualified CFP™ professionals about their experience and the benefit to their clients and businesses
Adam Leci, technical consultant, Prestwood Software, explains why there’s no need to adjust your cashflow models … yet
The assessment provides a streamlined route to CERTIFIED FINANCIAL PLANNER™ certification for holders of the CII Diploma in Financial Planning and CII Chartered Financial Planners
Soaring living costs may see more staff turn to their employer for support by Fred Heritage
Are the FCA’s Dear CEO letters and general published guidance an effective way for a regulator to communicate? by Len Williams
In September 2022, Simon Culhane, Chartered FCSI, will step down after 18 years as chief executive of the Institute
Recent examples of irrationality in markets and individuals highlight signs for investors to look out for and opportunities for financial services professionals to coach their clients by Tim Cooper
How can mentoring enable financial services professionals to advance in their careers? by Sally Percy