The CISI

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

Happy New Year from all of us at CISI! #2026

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/cisiweb2/wayfi… #FPWUK #FinancialPlanning

Merry Christmas from all of us at the CISI! #Christmas2025

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-com… *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=T98825… #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/… #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/… #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-is…

Today is World Financial Planning Day! Discover how a solid financial plan can help you achieve your goals, whether saving for retirement or managing debt. worldfpday.org @FPSB #WFPD2025 #CFP #FinancialPlanning #IOSCOWIW2025

We concluded the #FPC25, which brought together the key insights, ideas, and inspiration from an incredible few days. A heartfelt thank you to our speakers, sponsors, delegates, and our team for making it a success. #FinancialPlanning25 #CISICommunity

Thank you for celebrating with us at the Financial Planning Awards! Your passion and excellence made it an unforgettable evening. #FPAwards #FinancialPlanning25 #CISICommunity #HomeOfFinancialPlanning

Welcome to the Financial Planning Conference 2025 at De Vere Beaumont Estate, Windsor! Our CEO, Tracy Vegro OBE, opened the day with an inspiring vision for the future of financial planning, setting the stage for an exciting few days ahead. #FinancialPlanning25

There are more reliable ways of storing wealth than putting it in Bitcoin, says Dimensional’s Kristi Higgins: dimensional.com/insights/bitco… #ProfessionalServices

The Tony Sellon Good Egg Award nomination deadline is fast approaching. Is there someone you feel has made a substantial contribution to the profession and deserves to be celebrated? Nominate them now! cisi.org/fpawards25 #FPAwards25 #FPC25

Have you nominated your ‘good egg’ yet? The deadline to nominate someone for the Tony Sellon Good Egg Award is approaching. Nominate someone who has contributed substantially to the financial planning profession before it’s too late: cisi.org/fpawards25. #FPAwards25 #FPC25

Just weeks left to celebrate the best in UK financial planning! Know a 'good egg' who has substantially contributed to the financial planning profession? Nominate your 'good egg' for The Tony Sellon Award before 1 September cisi.org/fpawards25 #FPAwards25 #FPC25

Built for finance professionals. Designed for success. From interactive tools to real-time accessibility, our digital book collection supports your journey to world-renowned qualifications anytime, anywhere: cisi.org/digitalbooks #YourCompetitiveEdge #DigitalTransformation

Join Symon Garfield at the Financial Planning Conference 2025, where he will give you the practical insight you need to evolve your role from instinct-led to insight-powered. #FPC2025 Cisi.org/fpc25