Campbell Edgar CFPTM Chartered FCSI; Jacqueline Lockie CFPTM Chartered FCSI; Christopher Morris ACSIBook your place at the CISI Financial Planning Conference 2017
Campbell initially came out of retirement to work with the CISI in May 2016 as the head of financial planning. Jacqueline Lockie CFP
TM Chartered FCSI joined him as the CISI deputy head of financial planning. Together they have helped promote and grow the CISI’s financial planning membership and to help raise awareness of the CFP
certification, and this work will continue, with Jacqueline replacing Campbell at the helm.
Campbell said: “I am delighted to have been involved in the important transition of our financial planning membership from the IFP to the CISI. It has been a privilege to lead the CISI financial planning team and their energy and dedication to the profession is second to none.
“I will continue to be involved in specific projects – but I will also have the time to pursue my interests outside of financial planning. We have an amazing annual Financial Planning Conference 25-27 September lined up at Celtic Manor and I’m really looking forward to meeting up with our vibrant financial planning community during this event.”
With Jacqueline as the new head of financial planning, Christopher Morris ACSI, currently working with the CISI business development team, will step in as the new deputy head of financial planning.
Kevin Moore, Chartered MCSI, CISI director of global business development said: “Campbell has provided outstanding leadership and expertise to the CISI financial planning team and we will ensure that we continue to work with and learn from him. His work with our membership has been inspirational and we will, in particular, miss his professionalism and sense of humour.
“Following the retirement of Campbell from his part-time CISI role, we are pleased to be committing extra resources to financial planning with the full-time appointment of Christopher Morris.”