Chartered Institute for Securities & Investment

Planners have mixed views about serving next gen clients

Q&A: Why I became a paraplanner

Future of financial planning is 'coaching led', CISI conference hears

CISI president vows to raise awareness around mental health

CISI to award Chartered status to financial planners

CISI partners with university on financial maths programme

Former PFS presidents sound rally cry to advisers

'Clear desire for financial planning body': advisers speak out about PFS plans

Adviser sounds rally cry to put pressure on CII over PFS

How the FCA's new duty of care might affect advisers

The corporate world needs introverts and extroverts

Revamp of the CFP a 'crowning success' for CISI

CISI extends remote exams to all candidates

CISI names new head of financial planning

CISI financial planning head Lockie departs

Paraplanner of the Year 2020

Planners warned over becoming "army of technical experts"

CISI names financial planning award winners

How paraplanners get future-ready in an uncertain world

Paraplanner of the year announced by CISI