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:

 +44 20 7645 0652

IFP Forum News

  • Looking back to the future

    Jan 12, 2017
    People expect their financial information to be accessible 24/7, increasingly through mobile devices. For advisors the technology underlying financial services can be truly transformational and it’s continuing to evolve at a pace. IRESS’ Mark Loosmore, takes a step back to look at what that means for innovation today.
    Full story
  • How is your phone answered?

    Jan 11, 2017
    It seems like such a small thing, but how the phone is answered in your office becomes a key first impression for your business.
    Full story
  • EIS webinar – market update and due diligence

    Jan 11, 2017
    TIME:EIS Shipping tranche 2 remains open for investment with limited capacity remaining. On Wednesday 18 January 2017, we will be hosting a webinar to aid you with your due diligence on TIME:EIS.
    Full story
  • What’s your research process for VCTs?

    Jan 11, 2017
    While commonly used for tax planning, VCTs should be subject to the same research and selection process as any other investment.
    Full story
  • Why is it vital that proper financial planning includes lifetime cash flow forecasting?

    Dec 13, 2016
    Do you have clients that have set up trust arrangements, including spousal bypass trusts? If so, watch our new webinar to hear about the potential advice opportunities from reviewing trust arrangements.
    Full story
  • Senior Management Regime

    Dec 12, 2016
    The Senior Management Regime was effective from March 2016 for banks. However, this is due to filter through to personal investment firms (PIFs) in 2018 and will replace the existing Approved Person Regime as detailed in the Handbook.
    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.

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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.