CISI
‘Godfather’ of UK financial planning dies
Paul Etheridge created the Institute of Financial Planning
Best Practice | 27 Sep 22
CISI and financial planning network roll out scholarship scheme
To support fresh talent joining the sector
Best Practice | 23 Jun 22
We have zero LGBT+ data, admit trade bodies
But CII reveals to International Adviser it plans to survey its members this year
CISI partners with China-based international business school
To develop a joint wealth management programme
PEOPLE MOVES: CISI, Quilter, Barclays
Trade body names CEO, while head of acquisitions leaves wealth manager