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

  • Cyber-attacks get personal

    Aug 05, 2016
    Financial services is a key target for cyber-attacks and hacker’s tactics are becoming increasingly personal. IRESS’ Mark Loosmore looks at the signs to watch out for and steps to guard your business
    Full story
  • BlackRock mid-year investment outlook

    Jul 28, 2016
    Markets are torn between anxiety over the fallout of the UK’s vote to exist the European Union and the prospect of a strengthening US economy. Downside risks to global growth point to a US Federal Reserve on hold – and reinforce our view of low global interest rates for longer. Three key investment themes are at the centre of our view this quarter…
    Full story
  • Join the IFP Forum Committee

    Jul 27, 2016
    We are accepting nominations for the election to the IFP Professional Forum committee until 19 August.
    Full story
  • One size doesn't fit all with retirement income

    Jul 14, 2016
    "It’s been said many times before and I’m sure it will be again, but ever since Chancellor Osborne’s famous budget of 2014, the retirement market has changed significantly. Even the industry term for the market has changed from ‘At Retirement’ to ‘Retirement Income’, reflecting the shift from what was a one purchase journey for the majority to a much broader opportunity to get the right solution with the assets they have.
    Full story
  • Spend the money

    Jul 14, 2016
    I was working with a firm recently and things were under pressure. After some discussion it became clear they needed a super-administrator to bolster the skills of the existing team. They had someone in mind who they knew was great, but they were concerned about how much they might cost. Here’s the thing, good people sometimes cost a bit more, but you need to put this in perspective. A good quality person is worth 200% - 300% more to you than an average performer. Why?
    Full story
  • With the EU referendum decided, what happens now?

    Jul 07, 2016
    There is no doubt that the result of the EU referendum has meant that as a nation we are facing new challenges, and understandably, a great deal of uncertainty over what the future might hold. The unprecedented series of political upheavals that we are also bearing witness to continues to fill the headlines on a minute by minute basis. Despite the continual political manoeuvring and frantic media coverage, our view is that in time we will see a period of calm pervade.
    Full story

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