Chartered Institute for Securities & Investment

By Lora Benson The CISI (Chartered Institute for Securities & Investment), the licensing body for the CFP™ mark in the UK, welcomed 76 new CFP professionals in 2025. This growth contributed to a rise in the UK’s numbers, which currently stand at a total of 1098 CFP professionals.

By Lora Benson Showcasing its global breadth, the Chartered Institute for Securities & Investment (CISI) is delighted to confirm Manchester based Depledge Strategic Wealth Management, Jersey and Guernsey based Titan Wealth (CI) and Dubai based Abacus Financial Consultants LLC have all achieved CISI Chartered Firm™ status. CISI Chartered Firm™ status is awarded when a financial services firm demonstrates commitment to the highest levels of professionalism.

By Lora Benson With Chartered Week running 23–27 February, the global educational charity and professional body, the Chartered Institute for Securities & Investment (CISI), is highlighting the powerful role that Chartered status plays in fostering high standards of professionalism and trust. Helping professionals adapt and grow at every stage of their careers in financial services is vital, particularly as opportunities become more global and artificial intelligence (AI) becomes more widespread.

By Lora Benson The board of the Chartered Institute for Securities & Investment (CISI) is delighted to announce that three Honorary Fellowships have been awarded to: Paul Stockton Debbie Clarke CF Chartered FCSI Danny Corrigan MCSI Honorary Fellowships are awarded annually by the CISI’s Board of Trustees to individuals who have made an outstanding positive contribution, both to the financial services profession and to the CISI. Honorary Fellowship carries the designatory letters FCSI(Hon).

By Lauren Johnson and Lora Benson The Chartered Institute for Securities & Investment (CISI) is delighted to appoint Zac Purchase-Hill MBE OLY as president of the CISI Cotswolds branch committee. He takes over from James Swaby Chartered FCSI, who served as President for three years.

Over 13,000 Chartered Alternative Investment Analyst Association (CAIA) Members across the US, EMEA and APAC can boost their skills and continuing professional development (CPD) with a special membership arrangement with the CISI.The CISI (Chartered Institute for Securities & Investment), is the educational charity and professional body for those working in wealth management, capital markets and financial planning with a 53,700 global membership.

Skip To The Main Content The science of data in modern paraplanning 21-22 May 2024 Thinktank Museum, Birmingham For the Paraplanner community, by the Paraplanner community This year's conference features top-tier content meticulously curated for paraplanners. Sessions explore the latest insights covering technical proficiency, soft skills, and career-centric topics.

Every year the financial planning community comes together to encourage everyone to understand their finances better. Hosted by the Chartered Institute for Securities & Investment, we aim to leave people feeling financially empowered, below are a selection of resources you may find useful to explore. If you'd like to meet with a qualified financial planner for a complimentary introductory session, click here to contact a financial planner to arrange.

All financial planners listed on Wayfinder are CISI CFP professional members who have chosen to create a public profile. If a CFPTM professional is not listed, this is not reflective of their membership or certification status. Copyright © Chartered Institute for Securities & Investment 2021. CFPTM, CERTIFIED FINANCIAL PLANNERTM and are certification marks owned outside the U.S. by Financial Planning Standards Board Ltd.

With the UK cost of living, inflation and savings at the front of most people’s minds, the Chartered Institute for Securities & Investment (CISI) is announcing the New Year launch of Financial Planning Week 22-28 January 2024. Educational charity and professional body CISI is encouraging the UK financial planning community, led by CERTIFIED FINANCIAL PLANNERTM professionals, to support Financial Planning Week by increasing awareness of the benefits of qualified financial guidance.