The Chartered Institute for Securities & Investment (CISI) UK is delighted to be supporting the Financial Standards Planning Board (FPSB) in celebrating World Financial Planning Day (#WFPD), for a second year, on Wednesday 3 October. World Financial Planning Day will…
The Chartered Institute for Securities & Investment (CISI) is delighted to announce that three new financial planning firms have achieved Accredited Financial Planning FirmTM status: Ashlea Financial Planning based in Cheltenham, boost Limited based in Bedfordshire and The Fundamental Group based in Surrey. This means that these three…
The Chartered Institute for Securities & Investment (CISI) is delighted to announce that Ryan Murphy of Nsure Financial Planning has been awarded the Chartered Wealth Manager Scholarship 2018. The Scholarship is awarded by the CISI Educational Trust, supported by a…
The Chartered Institute for Securities & Investment (CISI) is delighted to announce the appointment of Claire Newman, ACSI as President of the CISI’s Essex branch. The CISI is the 45,000 strong, global professional body for those working in or looking…
Knowledge and networking are top of the agenda for this year’s Financial Advisors Congress, the leading annual investment conference organized by the Registered Financial Planners Philippines. The Congress, which takes place on 22 September 2018, JY Campos Hall, Bayanihan Center,…
UK consumers nationwide are being offered free personal financial planning sessions by CISI CERTIFIED FINANCIAL PLANNERTM professionals, with the aim of giving everyone a helping hand to achieving financial wellbeing, resilience and life goal planning. The free, one-hour, one-to-one, confidential sessions…
The Chartered Institute for Securities & Investment (CISI) and the Chartered Institute of Bankers of Nigeria (CIBN) are delighted to announce the signing of a cooperation agreement in London on Thursday 30 August 2018. This replaces the agreement signed in…
The Chartered Institute for Securities & Investment (CISI) is encouraging the UK financial planning community, led by CERTIFIED FINANCIAL PLANNERTM professionals, to sign up to 3 – 10 October national Financial Planning Week #PlanWell2LiveWell to offer pro-bono guidance for consumers and highlight the life-changing…
CISI Exam Prep: Inflation, Interest Rates & Forex The inter-relationship between inflation, interest rates and foreign exchange rates has always been a popular area in CISI exams – with varying difficulty across different levels. The recent turmoil in the Turkish…
[fusion_builder_container hundred_percent=”no” hundred_percent_height=”no” hundred_percent_height_scroll=”no” hundred_percent_height_center_content=”yes” equal_height_columns=”no” menu_anchor=”” hide_on_mobile=”small-visibility,medium-visibility,large-visibility” class=”” id=”” background_color=”” background_image=”” background_position=”center center” background_repeat=”no-repeat” fade=”no” background_parallax=”none” enable_mobile=”no” parallax_speed=”0.3″ video_mp4=”” video_webm=”” video_ogv=”” video_url=”” video_aspect_ratio=”16:9″ video_loop=”yes” video_mute=”yes” video_preview_image=”” border_size=”” border_color=”” border_style=”solid” margin_top=”” margin_bottom=”” padding_top=”” padding_right=”” padding_bottom=”” padding_left=””][fusion_builder_row][fusion_builder_column type=”1_1″ layout=”1_1″ spacing=”” center_content=”no”…