Thank you to our financial planning community for celebrating with us at the Financial Planning Conference 2026 Awards Night! 🏆
A brilliant evening recognising the people and achievements helping to shape the profession.
#CFP #FPC26 #FinancialPlanning #HomeOfFinancialPlanning
Welcome to the Financial Planning Conference 2026! 💡
Our CEO, Tracy Vegro OBE, opened #FPC26 as we begin two days of fresh thinking, new perspectives and ideas shaping what’s next for financial planning. Stay tuned for highlights!
#FinancialPlanning26 #CISICommunity
We are pleased to partner with @FINTECHCircle to launch the CISI Board Readiness Programme, powered by FINTECH Circle, helping our Chartered Members and Chartered Fellows prepare for board, non-executive director (NED) and portfolio careers.
We announced with The Chartered Institute for Securities & Investment the launch of the @CISI Board Readiness Programme to help CISI’s global Chartered Members and Fellows prepare for board, non-executive director (#NED) and #portfoliocareers. #CISI
cisi.org/cisiweb2/cisi-websi…
Find out why execution matters as much as portfolio design in our #CISIReview article by Victoria Kuok, FCBI, FCSI, FCPA.
Read more here: lnkd.in/e22nQ5Fu
The CISI retweeted
⚖️ Non-financial misconduct remains a major challenge for firms.
Our new guide (with @CISI, @CIIGroup & @ClydeCoNews) helps firms:
🔸 Raise standards
🔸 Meet requirements
🔸 Build effective frameworks
👉 Read our guide - pimfa.cc/DZYJC
The CISI retweeted
Tracy Vegro OBE, CEO of The Chartered Institute for Securities & Investment (@CISI) shares some practical pathways, real-world experience, and flexible ways to learn and advance for the next generation of investment professionals.
wealthdfm.com/developing-the…
Is diversification enough when markets come under pressure?
Our #CISIReview article by Victoria Kuok, FCBI, FCSI, FCPA, explores why diversification isn't always as resilient as it appears.
Read more here: lnkd.in/eQJcaVfk
#CISICommunity #FinancialServices
The CISI retweeted
📣PIMFA launches a practical guide, in collaboration with the @CISI, @CIIGroup, & @ClydeCoNews, to help firms tackle non-financial misconduct (bullying, harassment & discrimination) - pimfa.cc/DZYJC
✅Plain English definitions
✅Actionable steps
✅Real-world scenarios
#VolunteersWeek is back, 1–7 June! Thank you to our exam panel members who volunteer their time & expertise. From reviewing exam content to shaping professional standards, your contribution helps keep our qualifications relevant, rigorous and respected worldwide.
#CISICommunity
Congratulations to our 2026 CISI award winners. Your dedication and commitment to excellence truly stand out!
#CISIAwards #ExcellenceInFinance #Congratulations #CISICommunity
Iyanu Amusat CFP™ MCSI became a CFP™ professional and Chartered Wealth Manager at just 24, proving what’s possible with focus, discipline and ambition.
Read Iyanu’s story and the tips he shares for building a career in financial planning: lnkd.in/eDvcut7Z
#TheReview
The UK Financial Planning Week is a great opportunity to learn how financial planning can support you through all life's stages.
Visit our website to book a complimentary session with a financial planner as part of the week: financialplanning.cisi.org/c…
#FPWUK #FinancialPlanning
Stay up to speed with investment trusts by completing the Investment Company Accreditation from the AIC:
☑️ 4 x 45 minute CPD sessions
☑️ Study in your own time
☑️ Demonstrate your knowledge to clients
☑️ It’s free!
Start now: theaic.co.uk/investment-comp…
*This is a sponsored post
Celebrating our volunteers at the Financial Services Specialists annual event 2025!
Their expertise keeps our qualifications relevant, rigorous and respected, guiding thousands of professionals on their learning journey.
#CISICommunity #BeAProfessional #Volunteers
Markets rise, markets fall, but smart investors know to Tune Out the Noise. Watch the Errol Morris documentary that Dimensional Fund Advisors believes every financial professional and investor should see: youtube.com/watch?v=T98825bz…
#TuneOutTheNoiseFilm
*This is a sponsored post
Have you booked your place yet? Our Annual Integrity Event is getting closer!
Hear what last year’s attendees had to say about their experience and why you won’t want to miss this year’s event.
Join us online: cisi.org/cisiweb2/shop/event…
#IntegrityMatters
Join us next month for an insightful event focusing the recent findings from the UK Budget and the impact on financial advisers and their clients.
Book now: cisi.org/cisiweb2/shop/event…
#FinancialServices #UKBudget
From NVIDIA to Caterpillar, companies across industries are being reshaped by AI. Diversification can help you avoid missing out on the winners, says Dimensional’s Wes Crill: dimensional.com/insights/ai-…
