Displaying items by tag: CISI
CISI reprimanded for data breach
The Chartered Institute for Securities & Investment has been reprimanded by the Information Commissioner’s Office (ICO) following a data breach on 17 February 2020.
CISI appoints new Manchester President
Tricia Lucey, business and compliance manager at Luna Investment Management, has been appointed as the new President of the Chartered Institute for Securities & Investment Manchester and North West district branch committee.
CISI appoints regulation exec as new CEO
The Chartered Institute for Securities & Investment, the professional body for Certified Financial Planners and other finance professionals, has appointed Tracy Vegro, a director at the Solicitors’ Regulation Authority, as its news chief executive.
CISI marks 30th birthday as membership tops 45,000
The Chartered Institute for Securities & Investment, the professional body for Certified Financial Planners, is asking members to help mark its 30th anniversary year which begins today.
CISI gets permission to award Planners top designation
The Queen has approved a recommendation by the Privy Council that the CISI can use the designation Chartered Fellow (Financial Planning) for all members that have gained its Certified Financial Planner accreditation.
CISI exams go online
The Chartered Institute for Securities and Investment (CISI) has extended its remote exam testing sessions to all its UK and international students sitting level 3 and 4 MCQ exams.