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


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.

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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 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 for more information

Financial Planning Forum News

  • Acquiring clients from other firms

    Mar 23, 2017
    Many firms are looking to expand. Some are looking for economies of scale, often it is to build assets under management to build value in the firm. To do this many firms look to expand by buying or merging with other firms. The FCA published some guidance for firms when undergoing such projects in February 2017.
    Full story
  • 100 days of Trump

    Mar 10, 2017
    CISI members are invited to join Parmenion’s team at this free event.
    Full story
  • Budget 2017 – the impact for advisers

    Mar 10, 2017
    This was the last Spring Budget, and with no significant tax or pensions changes that will have any immediate impact for you or your clients, advisers can plan for the tax year ahead with confidence and clarity, writes David Downie of Standard Life’s Techzone.
    Full story
  • If music be the indicator of how we embrace technology, let it play on

    Mar 09, 2017
    As a lover of both music and technology, I adore the fact that today we have so many choices available. I’ve fully embraced each and every new way of listening to and owning music as it’s emerged. That’s not to say I exclusively use every new trend and ditch the previous one though. I still own vinyl and CDs, I stream and browse online radio stations. So how does this relate to the ever evolving world of Financial Services?
    Full story
  • Establishing a feedback loop

    Mar 09, 2017
    Effective leaders give and receive feedback. It’s not an easy thing to do whether you are giving or receiving it. In a recent blog Beth Comstock, Vice Chairman at General Electric (GE), provides three great tips for improving your feedback loops.
    Full story
  • The retirement income market: do guarantees benefit customers and if so, when?

    Feb 24, 2017
    In order to help discover whether guarantees really do offer customers better value for money, Royal London commissioned Millimans, a global actuarial consulting firm, to conduct an independent review of the UK retirement income market.
    Full story

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