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THE REVIEW

The Journal of the Chartered Institute for Securities & Investment
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  • CFP_700

    25 years of the CFP™ mark in the UK: from products to planning

    The CERTIFIED FINANCIAL PLANNERTM certification was introduced to the UK in 1995. We look back at how it has helped to shape the financial planning sector and explore what might be in store for the future
    by Dominic Dudley

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  • SallyPlant700

    CISI new head of financial planning

    Sally Plant is the new head of financial planning at CISI

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  • FPConf setup700

    Virtual Financial Planning Conference 2020

    The inaugural virtual CISI Financial Planning Conference featured experts from around the world, with delegates enjoying networking at virtual round tables and breakout sessions
    by William Monroe and Bethan Rees

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  • Mental_health_700

    Mental health in a pandemic

    The Covid-19 pandemic has affected mental health on a global scale. We take a look at some of the data and treatment options available
    by Paul Bryant

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  • 181119JacquelineLockieCISI-700

    Financial planning head to leave CISI at the end of the year

    Jacqueline Lockie CFP™ Chartered FCSI, CISI head of financial planning, is moving on after more than four years in the role
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  • fp_700

    In the news: Virtual CISI Financial Planning Conference 2020

    A glimpse into this year's conference, as reported by FT Adviser and IFA Magazine
    by Bethan Rees

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  • FP awards 2020-700

    Financial Planning Awards 2020

    The CISI’s virtual Financial Planning Awards 2020 were held on Tuesday 13 October to conclude the first day of our first ever virtual Financial Planning Conference. Congratulations to all the winners!

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  • Sir-Hector-Sants_700

    Profile: For the common good

    Sir Hector Sants, chair of the UK’s Money and Pensions Service (MaPS), says that the right regulation, culture and empowered consumers are needed to help people make the right financial decisions throughout their lives
    by Bethan Rees
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  • fpw_700

    In the news: Financial Planning Week

    5–11 October is a big week for financial planning globally, including the CISI’s Financial Planning Week, World Financial Planning Day, and World Investor Week
    by Bethan Rees

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  • plain language700

    Clear implications

    Writing a financial plan using the client’s own words doesn’t always provide a defined picture of what the client wants and an actionable strategy, says Jacqueline Lockie CFP™ Chartered FCSI, CISI head of financial planning

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  • case study - purpose700

    Case study: Living life with purpose

    Ian Painter CFP™ Chartered FCSI, managing director at Affinity Integrated Wealth Management, explains the value of helping clients establish, and achieve, a life of purpose
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  • in-the-news_pensions_700

    In the news: Protecting pensions

    Scammers are taking advantage of Covid-19 to victimise pension savers
    by Bethan Rees

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  • My business June 2020-700

    My business: Designing your future in advance® with lifestyle financial planning

    Craig Chapman CFP™ Chartered MCSI, founder and managing director at The Fundamental Group, explains how the firm enables clients to align their wealth with purpose
    By Jane Playdon. Photo by Maria Assia Photography

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  • Hayley-Knight_700

    Previewing the CISI Paraplanner Conference 2020

    Hayley Knight, director of Contract Paraplanning Services (CPS) and AFA Paraplanner Pulse National Chair, Australia, is hosting a panel discussion at the conference, shining a light on paraplanning in Australia
    by Bethan Rees

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  • 700x385px_Liz Field

    Profile: A people person

    Liz Field, CEO of the Personal Investment Management & Financial Advice Association (PIMFA), on staying safe, managing mental health, and her advice for the younger generation
    by Bethan Rees

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  • 700x385px_yacht

    Financial planning across the wealth spectrum

    There are plenty of good reasons for sound financial planning, regardless of wealth
    by Paul Bryant

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