The Chartered Institute for Securities & Investment (CISI) is delighted to announce a new partnership with The Nigerian Stock Exchange (NSE) to provide trainings for CISI’s qualifications in Nigeria, under the auspices of X-Academy, the knowledge platform of NSE. The…
The Chartered Institute for Securities & Investment (CISI) is delighted to announce the following new appointments to the CISI’s Financial Planning Forum Committee. The new members are: Neil Bailey CFP™ Chartered FCSI, Director at Fortitude Financial Planning Ltd and previous…
This Global Ethics Day the Chartered Institute for Securities & Investment (CISI) celebrates more than 60,000 global candidates completing the CISI online ethics test, IntegrityMatters. The test saw an average of 10,000 completions per year since 2013. This highlights how…
The Board of Directors of the Chartered Institute for Securities & Investment (CISI) is delighted to announce that Michael Cole-Fontayn MCSI was elected Chairman at the AGM on 10 October. The term of office is initially for three years and…
The Chartered Institute for Securities & Investment (CISI) is delighted to announce and congratulate the winners of our Financial Planning Gala Awards 2018: Accredited Financial Planning FirmTM of the Year WINNER: Acumen Financial Planning Certified Financial PlannerTM of the Year WINNER: Graham Wingar…
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,…