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!
Our 43,000 members can now access their CPD on the go
The first client meeting can provide planners with a mine of information but only if they ask the right questions and, importantly, listen to the answers
by Gill Wadsworth