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

  • Helping your clients to stay the course

    Feb 09, 2017
    Brexit is pushing the pound down… So inflation is going up… Which means interest rates are going to rise… So bond markets are going to fall… What should we do?
    Full story
  • The flat fee debate

    Feb 09, 2017
    Flat fees can provide certainty, reassurance and reflect the cost of a service provided. Opinions are divided if they are right for financial planners. But do they also offer advantages elsewhere?
    Full story
  • EIS due diligence and market update

    Feb 09, 2017
    Watch the latest webinar from TIME, offering an update on TIME:EIS, the acquisition of their first dry bulk carrier and an in-depth look at the dry bulk shipping market.
    Full story
  • Count your blessings

    Feb 09, 2017
    In your business it’s easy to get caught up in the concept of more. More turnover, more growth, more assets, more clients, more staff, more fees. Sometimes it’s important to stop, look back, and to recognise what you’ve achieved already.
    Full story
  • Transact – still a UK platform leader

    Jan 26, 2017
    Transact's plans for the year ahead.
    Full story
  • Getting your life back

    Jan 26, 2017
    Paul Etheridge CFP™ Chartered FCSI is helping financial planners switch on their lightbulb with Masterclasses.
    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

Upcoming Forum Events

 

IFP Corporate Members

Our corporate members provide a valuable contribution that helps us to provide many of the events, training and professional development opportunities we offer to members.