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 profession, 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 professional 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

  • Cashflow Modelling to form part of APTA…

    Aug 03, 2017
    The FCA consultation document on replacing the TVA with APTA (Appropriate Pension Transfer Analysis) has suggested that Cashflow Modelling software could help consumers understand the complexities of DB transfers. But they’ve also expressed concerns about consumers’ ability to understand the outcomes of stochastic modelling. So how can Cashflow Modelling help you, as an adviser, deliver the best possible outcomes for your clients?
    Full story
  • Are you the complete package?

    Jul 14, 2017
    For those that love to learn and grow it’s an exciting journey.
    Full story
  • Pensions – it’s time to get back to basics

    Jul 14, 2017
    A pension was originally designed to be a deferred income, and somewhere along the way this has been forgotten. It’s time to cut through the noise and get back to basics. Guaranteed income for life, when presented as part of a portfolio of income streams, still meets this original brief.
    Full story
  • CPD seminars: Growth strategies with investment companies

    Jun 27, 2017
    The AIC is running five free seminars this autumn on using investment companies for long-term growth. Speakers include fund managers and Nick Britton, the AIC’s Head of Training.
    Full story
  • Become a CISI industry specialist

    Jun 23, 2017
    If you have the time and feel you could assist us with the development and maintenance of any of our exams or workbooks, we would love to hear from you.
    Full story
  • The culture of more

    Jun 23, 2017
    Do you have a goal that’s bigger than money? Or are you still just striving for ‘more’?
    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