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Financial Planning Today
10 Oct 2026
CISI 26: AI tools can bring great benefits but need caution
AI can bring benefits to all Financial Planning firms but it should be treated with caution, like any other business tool, keynote speaker Heather Murray, founder and CEO of AI for Non-Techies, told the CISI Annual Conference today.
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Financial Planning Today
09 Oct 2026
CISI 26: Klonowski scoops Financial Planner of Year award
Veteran Financial Planner Francis Klonowski has won the CISI’s Certified Financial Planner Professional of the Year Award for 2026 ... Rachel Bromhead MCSI, Cooper Parry CISI Accredited Financial Planning Firm of the Year Award.
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Financial Planning Today
09 Oct 2026
CISI 26: Six Steps to FinancIal Planning heaven
She told delegates at the CISI’s annual Financial Planning Conference today that following the six steps process, globally recognised by the FPSB standards body, was at the heart of her business and urged others to do the same.
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Financial Planning Today
08 Oct 2026
CISI 26: Traditional Planners will 'disappear' in 10 years
His session - Getting Copilot to augment your business - was one of the opening sessions on the first day today at the two day CISI Annual Financial Planning Conference taking place near Windsor.
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Financial Planning Today
08 Oct 2026
CISI 26: Planning profession becoming more diverse says FPSB CEO
Dante De Gori CFP, CEO of the FPSB told delegates at the CISI’s annual Financial Planning Conference in Windsor today that over 60% of those who achieved CFP certification last year were under 40 and nearly four in 10 were female.
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Financial Planning Today
02 Oct 2026
Planners set to head to CISI Financial Planning Conference
Hundreds of Financial Planners will be heading to Windsor next week for the CISI 2026 Financial Planning Conference, one of the biggest events in the Financial Planning calendar. The CISI’s Financial ...
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Financial Planning Today
14 Jul 2026
CISI reveals Financial Planning Conference details
The Chartered Institute for Securities & Investment (CISI) has revealed that its UK Financial Planning Conference 2026 will focus on AI integration; attracting and training talent and lifestyle Financial Planning.
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