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


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 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 for more information

Financial Planning Forum News

  • TIME joins forces with Intelligent Partnership to create the first AIM industry report

    Dec 08, 2016
    Created with Intelligent Partnership, this first AIM industry report details the state of the AIM BPR market, offering insight into the varying ways to invest and provider comparisons.
    Full story
  • News from Fenchurch Street

    Nov 24, 2016
    Jacqueline Lockie CFP™ Chartered FCSI, Deputy Head of Financial Planning, CISI provides an update for financial planning members
    Full story
  • Here we go again! - Comments on the US Election

    Nov 23, 2016
    Royal London Asset Management (RLAM) shares its views on the market impacts of the election of Donald Trump as the 45th president of the United States of America.
    Full story
  • Don’t let clients’ investments fall at the last hurdle

    Nov 22, 2016
    When Mo Farah fell in the 10,000m final at the Olympics, he still went on to win gold. Imagine Usain Bolt had fell in the 100m sprint; he wouldn’t even have made the podium. Your clients might not be Olympic athletes, but they know that when in the home straight, there’s little time to recover from a fall. What they might not realise is that the same applies to their pension savings, and guarantees could stop a costly stumble at the point of retirement.
    Full story
  • Alexa: tell me the future of financial advice technology

    Nov 22, 2016
    Amazon’s hit speaker device - Echo - is now available in the UK. Is it just the latest must-have gadget? Or does it signal a new technology revolution? IRESS’ Mark Loosmore looks at the implications for financial advisers.
    Full story
  • Less is more

    Nov 21, 2016
    I’m writing this one on behalf of your clients: "Please stop giving me so much information. I trust you. I don’t need all the stuff you give me. It’s too much.”
    Full story

Accredited Financial Planning FirmsTM demonstrate excellence in everything they do and are recognised as some of the most trusted Financial Planning firms in the UK. They deliver a comprehensive Financial Planning service, helping clients achieve their life goals. They are the leaders in their profession, demonstrating the ultimate in professionalism through the calibre of the service they provide.

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