The Review |

Letter from Eastcheap: June

Jun 1, 2016

Awareness of CFP^TM certification and boosting financial planning as a career is a top priority, writes CISI Chief Executive Simon Culhane, Chartered FCSI

CREST at 20

Jun 1, 2016

The UK’s settlement system CREST turns 20 this year. How did it evolve and what has it achieved?

A dilemma for financial planners: what would you do? – the verdict

May 31, 2016

Terry, who has been working at a firm for a number of years, has lied about graduating from university. He is an integral part of the team and the firm has made a mistake by not checking Terry's credentials. What do you do? Read the CISI's verdict

IFP Professional Forum Chairman: May

May 27, 2016

Planners should be able to expect an FCA dividend as a reward for good practice, writes Alan Dick CFP^TMChartered MCSI

Back story: Rebecca Taylor CFP™ Chartered FCSI

May 27, 2016

Rebecca Taylor CFP^TM Chartered FCSI, a CISI Financial Planning Forum member, talks about her career

Word on the web: Financial crisis cancer link

May 27, 2016

A medical report reveals how the financial crisis of 2008 likely contributed to hundreds of thousands of additional cancer deaths

Helping professionals become financial planners

May 25, 2016

Lydia Romero, the CISI's Global Director of Learning, explains what it means to have the new level 4 qualification and why it is important

Change: Derivatives – regulatory developments May 2016

May 25, 2016

Stephen Coles MCSI, Compliance Officer at Triland Metals, and friends describe an active agenda

The Panama Papers: Spotting the difference

May 25, 2016

The second instalment of our two-part article on corporate social responsibility (CSR) shines a light on some of the firms making efforts to be transparent, and outlines what investors can do to help them identify socially responsible investments

Careers in Investment Management Insight Conference

May 24, 2016

The CISI‘s Manchester & District branch recently held a conference to provide sixth form students with an insight into investment management