IFP Forum

Growing the Financial Planning profession

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

IFP Forum

The IFP Forum was established from the merger between IFP and the CISI. This group – run under Chatham House Rule – provides the opportunity to network with colleagues, listen to Financial Planning focused presentations, engage in open discussion and share ideas and concerns 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. 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 industry specialists
  • Programmes are designed to meet the specific needs of the membership
  • Count 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

Find out more

If you would like to attend future Professional Forum events please contact:

 pf@cisi.org
 +44 20 7645 0652

IFP Forum News

  • The LISA opportunity

    Mar 24, 2017
    The Lifetime ISA, LISA, presents an opportunity for advisers to build relationships with new, younger clients.
    Full story
  • AIC investment trust workshops

    Mar 23, 2017
    The Association of Investment Companies is holding a series of free training sessions on investment trusts in May.
    Full story
  • Why retirement planning starts with height, weight and postcode

    Mar 23, 2017
    Starting with simple factors, modern underwriting has the power to shape retirement plans in ways you can’t predict. Explore the importance of every client receiving a personalised underwritten quote in our latest THINK article.
    Full story
  • 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


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Upcoming Forum Events