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
David Burrows reports on how the financial services sector is taking steps to support customers in vulnerable circumstances
The CISI’s Financial Planning Awards 2021 were held on Tuesday 5 October to conclude the first day of our Financial Planning Conference 2021. Congratulations to all the winners!