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

  • Aviva: Pension Input Periods

    Nov 27, 2015
    Along with the Summer Budget on 8 July 2015 HMRC issued a technical note on the transitional provisions for aligning pension input periods. The reason for the change to pension input periods is to facilitate the introduction of a new tapered annual allowance for individuals earning in excess of £150,000. In this article we look at the changes to pension input periods and consider the impact of the changes. Information about the new tapered annual allowance can be found in a separate bulletin.
    Full story

  • Oasis: October 2015 Fund Facts

    Nov 17, 2015
    The November fund fact sheets are now available.
    Full story

  • Pension Freedom retrospective – peril or potential?

    Nov 13, 2015
    Now that the dust has settled over Pension Freedoms, how can we help clients deal with their confusion, and make an educated decision about which route is best for them?
    Full story

  • David Anderson v Openwork Ltd

    Nov 13, 2015
    This was an Appeal Case involving an unregulated guaranteed deposit which was not a designated investment and so not covered by the FOS. There were several interesting points covered, including whether advice or information Back to contents was provided, the adviser’s duty of care, the standard of duty required and whether there was a breach.
    Full story

  • Is sugar turning Big Food into the next Big Tobacco?

    Nov 12, 2015
    Elly Irving discusses the three catalysts that could result in Big Food becoming the next Big Tobacco, potentially resulting in lower sales growth, higher costs and large scale litigation for food and beverage companies.
    Full story

  • IRESS: The seven pillars of financial advice technology

    Nov 12, 2015
    Today’s digital consumer is demanding, but there is no reason why financial services cannot meet their needs. The technology exists and Mark Loosmore of IRESS has seven ways we can use it enhance the financial advice journey.
    Full story


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