Financial Planning Forum

Growing the Financial Planning profession

As a CISI member you are welcome to join one, or all, of our nine free Professional Forums. Forum events are conducted under the Chatham House Rule and provide the opportunity to network with like-minded professionals, listen to presentations from practitioners in the profession, engage in open discussion and share ideas and concerns in a confidential setting.

Financial Planning Forum

The Financial Planning Forum is a strong network of professionals who are practicing Financial Planners or those who have an interest in Financial Planning. Run by its own committee comprising practitioners in the field who work closely with the CISI on the overall financial planning strategy, plan forthcoming events, identify areas of interest and source speakers. The forum events – run under Chatham House Rule – provide the opportunity to network with colleagues, listen to Financial Planning focused presentations, engage in open discussion, receive relevant information from us to assist your day to day activities and finally to share ideas and challenges in a confidential setting. The Forum aims to run at least six London based events a year as well as championing all things Financial Planning to wider general public audience including national campaigns such as Financial Planning week. This Forum is open to all CISI members - Chartered members, FCSI, MCSI, ACSI and Affiliate members.

Forum benefits

  • CISI members with all levels of experience and seniority are welcome
  • Speakers are leading professional specialists
  • Programmes are designed to meet the specific needs of the membership
  • Engagement counts towards your annual CPD target, as attendance hours are automatically logged if you use the CISI CPD Scheme
  • Light lunch included and an opportunity to network with like-minded professionals

LinkedIn

Members of the Financial Planning Professional Forum can also join the CISI LinkedIn group where you can read, comment and talk to us via this interactive online platform. We always like to hear your views, and to understand where we might assist you with your professional development.

Join now

Opportunities to get involved

Would you like to get involved in the Financial Planning events or programme? We have a number of opportunities for individuals to volunteer to contribute to the various activities we run during the year please contact pf@cisi.org to find out how you can give back.

FPSB Ambassador Programme

The FPSB (Financial Planning Standards Board) has a new Ambassador Programme which is aimed at encouraging CFP professionals around the world to engage stakeholders with messages on the value of financial planning and CFP certification; in doing so the programme will benefit the public by raising the awareness of financial planning and raising awareness of the designation. The role of an ambassador is to communicate the importance of financial planning alongside the need for CERTIFIED FINANCIAL PLANNER™s by spreading the word through the media and local branch meetings.

  1. Media experts – the CISI receives a number of financial planning related requests every year which are usually responded to by our Head of Financial Planning, Jacqueline Lockie. With the introduction of the Ambassador Programme, the CISI see these media requests as an opportunity to get CFPs involved within the media to provide quotes/information on several specialist topics. As the aim is to promote the designation, the media requests would have to be settled by a CFP with subject specialisms and information on the topics that the national press regularly ask for.
  2. Mentoring scheme – to grow the number of CFPs within the UK, the Ambassador Programme will see the introduction of a mentoring scheme which comprises of volunteer CFP mentors willing to provide training and support to financial planners as they gain their CFP designation. There have been a number of successful mentoring programmes within financial planning and we hope to involve as many existing CFPs as possible to help grow the designation and provide their expert advice.
    Please click here for more information.
  3. Community of speakers – The CISI are looking for volunteer CFP™ professionals who would be willing to speak at local branch meetings and events on a range of topics. If you are interested in volunteering, please contact financial.planning@cisi.org for more information

Financial Planning Forum News

  • Government changes to auto enrolment

    Feb 09, 2018
    Proposals to change the way auto enrolment works have been published by the Department for Work and Pensions. A review group looked at auto enrolment to examine whether it’s working properly and whether it could be adjusted to get more low earners saving more into pensions. We look at what the main results of the review could mean for auto enrolment schemes.
    Full story
  • Don’t react to change, prepare for it

    Dec 18, 2017
    Noel Butwell, Distribution Director at Standard Life, discusses the ways in which businesses can optimise their processes to help meet future challenges.
    Full story
  • It’s All In the Planning

    Dec 07, 2017
    In my courses and consulting work I spend time teaching business owners and advisers how to plan their week and plan their days. It might sound like something everyone should know. Yet...
    Full story
  • MIFID ll – compliance, business strategy or both?

    Dec 01, 2017
    David Tiller, Head of Adviser and Wealth Manager Propositions at Standard Life, discusses the ways in which platform providers can help advice businesses respond to regulation change.
    Full story
  • Shifting to a sustainable investment approach

    Dec 01, 2017
    We are changing the strategy and focus of the fund to a sustainable approach. The new enhanced approach will have an emphasis on investing in companies who can demonstrate strong environmental, social and governance (ESG) management.
    Full story
  • UK inflation fails to rise but remains elevated

    Nov 17, 2017
    We may be close to the peak in inflation as the impact of sterling weakness should now start to fade.
    Full story


Accredited Financial Planning FirmsTM demonstrate excellence in everything they do and are recognised as some of the most trusted Financial Planning firms in the UK. They deliver a comprehensive Financial Planning service, helping clients achieve their life goals. They are the leaders in their profession, demonstrating the ultimate in professionalism through the calibre of the service they provide.

Find out more