
The CISI
@CISI
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The official channel for the CISI, the global professional body of choice for financial services professionals. #CISIexam #CISICPD
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Joined June 2012
Can our sector manage geopolitical risk – or is it being reshaped by it? Read our latest article by Andy Davis to explore how long-term global tensions are triggering short-term market shocks and strategic uncertainty, and what you can do to prepare. #CISIReview
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Join Carol Hawking at #FPC25 as she breaks down smart #ExitStrategies, tax tips, and how to avoid the big mistakes. Gain valuable insights and practical guidance, ensuring clients' financial goals and tax considerations are met. 👉#TrustPlanning
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Market swings in April underscored how valuable it is to have a plan and a guide, when navigating uncertainty, says Dimensional Founder David Booth: #FinancialServices #NavigatingUncertainty #PlanAndGuide
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Today is World Conservation Day & we are celebrating a responsible learning for a responsible future. Our paperless workbooks support your journey to our qualifications, wherever you are in the world, efficiently and sustainably: .#WorldConservationDay
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Don’t miss out on this year's Financial Planning Conference, where top professionals, thought leaders, and future talent come together. Reserve your spot before it's too late. Tickets are selling out fast! . #FPC25 #FinancialPlanning
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In part two of our women in leadership series, @KamekaMcLean explains why DEI must be policy-deep, especially with rising pushback. She also shares how the sector can better back women in the #CISIReview .👉
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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: #FinancialServices
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Growth, pensions & the #MansionHouseAccord today at Merchant Taylors’ Hall! Big thanks to our distinguished speakers & guests for unpacking how the Accord can support Britain's economy and beyond. #FutureFit #PensionsForGrowth
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As part of our ongoing commitment to champion women in finance, we’re speaking to inspiring professionals about how we can advance diversity across the sector. Discover top tips Bianca Stefan, Chartered FCSI, shared in our latest #CISIReview article:
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Is the #MansionHouseAccord a real growth driver? In our latest #CISIReview, Sir John Kay, Con Keating & Prof Iain Clacher unpack 5 key takeaways and question its real impact. 🔗 Read more: #UKGrowth #FutureFitPensions #Finance
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Excited for the #FinancialPlanningConference2025! Hear from industry leaders Corey Crossan PhD & Bill Furlong sharing their insights on fascinating topics. Don't miss out on groundbreaking talks. Register now & join us for an unforgettable experience!
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Calling all future leaders in financial planning!. The Paul Etheridge Award 2025 is now open. Not in a leadership role (yet)? This one’s for you. Apply by 25 June 2025: #FinancialPlanning #FutureLeader#FPAwards25
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Our West Country committee invites you to a guided tasting tour at Plymouth Gin this month. Discover the rich history of the distillery, explore the botanicals behind the flavour and enjoy a tutored tasting, all in great company: #Networking #GinTasting
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Our #CISIReview article explores how leading thinkers like Sir John Kay CBE FCSI(Hon) and former Governor of the Bank of England Lord Mervyn King are reshaping risk strategy: #GeopoliticalRisk #RiskStrategy #FinancialServices
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Ever wonder what our exam panel members do? Jigna Malde, Paul Bhanji, and Lien Luu share how they help shape our qualifications, keeping them relevant, rigorous, and globally respected. We're proud to have them on board. Watch and get inspired. #VolunteersWeek #BeAProfessional
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Have you renewed your CISI membership yet? Big upgrades are here and there’s more to come! . Get it done in minutes at #Renewals #Upskill #YourCompetitiveEdge #CareerGrowth
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