New CISI Charter designations
If you are interested in applying for the new CISI Charter designations: Chartered Fellow (Financial Planning), Chartered Firm.
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Financial Planning Forum

Growing the Financial Planning profession

As a CISI member you are welcome to join one, or all, of our nine free Professional Forums. Forum events are conducted under the Chatham House Rule and provide the opportunity to network with like-minded professionals, listen to presentations from practitioners in the profession, engage in open discussion and share ideas and concerns in a confidential setting.

Financial Planning Forum

The Financial Planning Forum is a strong network of professionals who are practicing Financial Planners or those who have an interest in Financial Planning. Run by its own committee comprising practitioners in the field who work closely with the CISI on the overall financial planning strategy, plan forthcoming events, identify areas of interest and source speakers. The forum events – run under Chatham House Rule – provide the opportunity to network with colleagues, listen to Financial Planning focused presentations, engage in open discussion, receive relevant information from us to assist your day to day activities and finally to share ideas and challenges in a confidential setting. The Forum aims to run at least six London based events a year as well as championing all things Financial Planning to wider general public audience including national campaigns such as Financial Planning week. This Forum is open to all CISI members - Chartered members, FCSI, MCSI, ACSI and Affiliate members.

Forum benefits

  • CISI members with all levels of experience and seniority are welcome
  • Speakers are leading professional specialists
  • Programmes are designed to meet the specific needs of the membership
  • Engagement counts towards your annual CPD target, as attendance hours are automatically logged if you use the CISI CPD Scheme
  • Light lunch included and an opportunity to network with like-minded professionals

LinkedIn

Members of the Financial Planning Professional Forum can also join the CISI LinkedIn group where you can read, comment and talk to us via this interactive online platform. We always like to hear your views, and to understand where we might assist you with your professional development.

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Opportunities to get involved

Would you like to get involved in the Financial Planning events or programme? We have a number of opportunities for individuals to volunteer to contribute to the various activities we run during the year please contact pf@cisi.org to find out how you can give back.

FPSB Ambassador Programme

The FPSB (Financial Planning Standards Board) has a new Ambassador Programme which is aimed at encouraging CFP professionals around the world to engage stakeholders with messages on the value of financial planning and CFP certification; in doing so the programme will benefit the public by raising the awareness of financial planning and raising awareness of the designation. The role of an ambassador is to communicate the importance of financial planning alongside the need for CERTIFIED FINANCIAL PLANNER™s by spreading the word through the media and local branch meetings.

  1. Media experts – the CISI receives a number of financial planning related requests every year which are usually responded to by our Head of Financial Planning, Jacqueline Lockie. With the introduction of the Ambassador Programme, the CISI see these media requests as an opportunity to get CFPs involved within the media to provide quotes/information on several specialist topics. As the aim is to promote the designation, the media requests would have to be settled by a CFP with subject specialisms and information on the topics that the national press regularly ask for.
  2. Mentoring scheme – to grow the number of CFPs within the UK, the Ambassador Programme will see the introduction of a mentoring scheme which comprises of volunteer CFP mentors willing to provide training and support to financial planners as they gain their CFP designation. There have been a number of successful mentoring programmes within financial planning and we hope to involve as many existing CFPs as possible to help grow the designation and provide their expert advice.
    Please click here for more information.
  3. Community of speakers – The CISI are looking for volunteer CFP™ professionals who would be willing to speak at local branch meetings and events on a range of topics. If you are interested in volunteering, please contact financial.planning@cisi.org for more information

Financial Planning Forum News

  • Are we in a bull or bear market? The multi-manager view

    Mar 24, 2016
    Schroders’ Robin McDonald assesses the global market environment following a start to 2016 that has been characterised by extraordinary falls by the leaders of recent years and extraordinary outperformance by the laggards.
    Full story

  • Parmenion Investment Training

    Mar 24, 2016
    Parmenion offer professional Advisers two, linked, opportunities for CPD certified investment training. Both events are delivered by highly qualified members of Parmenion’s investment team, led by Peter Dalgliesh and Simon Brett, who both have many years’ experience as institutional managers. These events are accredited with 5 hours of CPD by the CISI.
    Full story

  • The Challenges of Traditional Asset Allocation

    Mar 24, 2016
    In a challenging backdrop, asset allocation may suit an approach that goes beyond the simplistic and considers both the source and diversification of risk.
    Full story

  • Let Go Of The Email

    Mar 11, 2016
    Delegation. It’s something that everyone wants to embrace. Here’s a great get started tip. You don't need to handle your own emails. Get someone else to screen them and then speak with you once a day (via telephone, Skype, or face to face with they work in your office) about the emails that are important.
    Full story

  • Dividend Taxation from 6 April 2016

    Mar 11, 2016
    The taxation of dividend income is set to change from 6 April 2016. From this date people will be taxable on the actual dividend they receive and the current system of receiving a net dividend with an attaching 10% credit and grossing up will no longer apply. In this Financial Planning Bulletin we look at how the system will operate for all types of taxpayers, the planning opportunities resulting and how to maximise its benefit.
    Full story

  • Efficient Consumption – Driving the hybrid model

    Mar 11, 2016
    Little things matter. A lot. Take fund charges. The difference between a charge of 1.0% and 0.59%: 0.41% doesn’t seem like much really, does it? On a £100,000 fund, that’s equivalent to £410. If you factor in 7% growth over the year, it’s around £440. In the overall scheme of things, not much at all. But factor in a long period of time and recurring charges and the picture doesn’t look nearly so rosy. Over 20 years, the difference in fund size could amount to over £27,000. By that time your fund could be worth £340,000 so the effect of the extra 0.41% charges is equivalent to 8% of your final fund. Now, obviously, the difference of 0.41% per year could be made up by better investment performance over the period. The question is: will it be? And how much work will that involve?
    Full story


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