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THE REVIEW

The Journal of the Chartered Institute for Securities & Investment
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THE REVIEW
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  • Noel-Maye_700

    Profile: Loving every minute

    Dec 9, 2022

    We caught up with Noel Maye, outgoing chief executive of the Financial Planning Standards Board (FPSB), to talk about the challenges, risks, and rewards during his career
    by Sophie Mackenzie

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  • Adding-value_700

    Adding value with financial planning

    Dec 7, 2022

    Financial planning is, ultimately, about enabling people to live life to the fullest. Len Williams explores how CFP™ professionals can help clients figure out what this means for them

    Read more
  • FP Awards 22-700

    Financial Planning Awards 2022

    Oct 27, 2022

    The CISI’s Financial Planning Awards 2022 were held on Thursday 6 October at the Financial Planning Conference 2022. Congratulations to all the winners!

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  • sanctions700

    Ask the experts: Sanctions

    Oct 24, 2022
    Alison Kopra, director of financial crime at Grant Thornton, explains how members can manage risk from sanctions
    by David Craik
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  • 5844_Sept22_preview_anim_700

    The Review September 2022 edition

    Sep 29, 2022
    Our 30th anniversary edition looks at the CISI's ongoing evolution and scans the financial sector horizon, with input from key figures around the world
    by Jane Playdon, Review editor
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  • city-view-web_700

    City view: The looming labour problem

    Sep 20, 2022
    A rapidly ageing population is creating huge financial challenges for individuals and governments, writes Charis Williams, CISI manager, research and projects
    Read more
  • CISI crest 700

    CISI AGM 2022

    Sep 14, 2022
    This year’s Annual General Meeting will be held on Thursday 29 September 2022
    Read more
  • sectorvoices700

    Sector voices

    Aug 23, 2022

    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

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  • Simon700

    Profile: Living through an era of dramatic change

    Jul 6, 2022

    CISI CEO Simon Culhane, Chartered FCSI, reflects on his career and the transformations he has witnessed over the past 40 years
    by Len Williams

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  • new-joiners_700

    Challenges facing new joiners

    Jun 29, 2022

    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

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  • tracey-vegro_700

    CISI appoints new chief executive

    Jun 16, 2022

    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

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  • gold-standard_700

    Achieving the gold standard

    May 11, 2022

    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

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  • dontpanic700

    How I learned to stop worrying and love inflation

    Apr 27, 2022

    Adam Leci, technical consultant, Prestwood Software, explains why there’s no need to adjust your cashflow models … yet

    Read more
  • CIIPA700

    New CISI Professional Assessment for CII Chartered Financial Planners

    Mar 24, 2022

    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

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  • ReviewMar22

    The Review March 2022 edition is here

    Mar 22, 2022
    Our March 2022 edition focuses on Sustainable Development Goals from a client and member perspective
    by Jane Playdon, Review editor
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  • XXXX_700

    In the news: Alleviating cost of living concerns

    Mar 11, 2022

    Soaring living costs may see more staff turn to their employer for support
    by Fred Heritage 

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