CISI announces financial planning team developments

By Lora Benson | Jul 13, 2017

The Chartered Institute for Securities & Investment (CISI) has announced that Campbell Edgar CFPTM Chartered FCSI will be retiring as an employee of the Institute effective October 2017. He will continue to be involved in some CISI financial planning technical projects.

Campbell joined the CISI in May 2016, along with Jacqueline Lockie, to help promote and grow the CISI’s financial planning membership and to help raise greater awareness of the CFPTM certification.

Campbell said: “I am delighted to have been involved in the important transition of our financial planning membership from the IFP to the CISI. It has been a privilege to lead the CISI financial planning team and their energy and dedication to the profession is second to none.

“I was retired when I got the call to work with the CISI and I will continue to be involved in specific projects – but I will also have the time to pursue my interests outside of financial planning. We have an amazing annual Financial Planning Conference 25-27 September lined up at Celtic Manor and I’m really looking forward to meeting up with our vibrant financial planning community during this event.”

Jacqueline Lockie CFPTM Chartered FCSI will become the CISI Head of Financial Planning as the CISI further strengthens its financial planning offering, with Christopher Morris, currently working with the CISI business development team, as Deputy Head of Financial Planning.

Kevin Moore, Chartered MCSI, CISI Director of Global Business Development said: “Campbell has provided outstanding leadership and expertise to the CISI financial planning team and we will ensure that we continue to work with and learn from him. His work with our membership has been inspirational and we will, in particular, miss his professionalism and sense of humour.

“Following the retirement of Campbell from his part-time CISI role, we are pleased to be committing extra resources to financial planning with the full time appointment of Christopher Morris.”