CISI's profile picture. The official channel for the CISI, the global professional body of choice for financial services professionals. #CISIexam #CISICPD

The CISI

@CISI

The official channel for the CISI, the global professional body of choice for financial services professionals. #CISIexam #CISICPD

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

CISI's tweet image. 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

CISI's tweet image. 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
CISI's tweet image. 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
CISI's tweet image. 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
CISI's tweet image. 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

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

CISI's tweet image. 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
CISI's tweet image. 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
CISI's tweet image. 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
CISI's tweet image. 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

CISI's tweet image. 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

CISI's tweet image. 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

CISI's tweet image. 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

CISI's tweet image. 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

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. 👉cisi.org/fpc25 #TrustPlanning

CISI's tweet image. 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. 
👉cisi.org/fpc25
#TrustPlanning

Market swings in April underscored how valuable it is to have a plan and a guide, when navigating uncertainty, says Dimensional Founder David Booth: dimensional.com/?p=DC9528A810D… #FinancialServices #NavigatingUncertainty #PlanAndGuide

CISI's tweet image. Market swings in April underscored how valuable it is to have a plan and a guide, when navigating uncertainty, says Dimensional Founder David Booth: dimensional.com/?p=DC9528A810D…

#FinancialServices #NavigatingUncertainty #PlanAndGuide

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: cisi.org/digitalbooks #WorldConservationDay

CISI's tweet image. 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: cisi.org/digitalbooks  
#WorldConservationDay

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 👉 lnkd.in/ewn3khVc

CISI's tweet image. 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 
👉 lnkd.in/ewn3khVc

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… #FinancialServices

CISI's tweet image. 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…
#FinancialServices

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

CISI's tweet image. 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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