The Review |

Professional Refresher: The CISI's online learning solution

Jun 14, 2018

The CISI's popular online learning product consists of more than 100 modules

CISI Membership Privileges: 25% off Adidas for a limited time

Jun 13, 2018

Members can take advantage of 25% of Adidas products until 30 June 2018, following which the offer drops to 20%

Which way to grow?

Jun 12, 2018

Whether you run your business as a lifestyle practice or a growing enterprise will depend upon the type of work-life balance you want
by Tim Cooper

Private wealth management: High risk and complex products

Jun 12, 2018

Mark de Ste Croix MCSI, head of compliance and legal, Raymond James Investment Services, outlines some predictable and unpredictable elements of the FCA Business Plan 2018/19

Private wealth management: MiFID II – all over bar the shouting?

Jun 12, 2018

Mark de Ste Croix MCSI, head of compliance and legal, Raymond James Investment Services, outlines some MiFID II hotspots that the FCA is taking an interest in

In the news: GDPR – are we there yet?

Jun 8, 2018

GDPR is now in force, but there are still issues to be ironed out
by Bethan Rees

A challenge to paraplanners

Jun 8, 2018

Paraplanners need confidence to challenge financial planners, says Jacqueline Lockie CFP^TM Chartered FCSI, CISI head of financial planning

Tall tales at the CISI East Midlands & Lincoln branch annual dinner 2018

Jun 8, 2018

Former RAF fighter pilot Mandy Hickson shared tales from the skies with the audience at the event, held on 17 May 2018 at Burleigh Court Hotel and Conference Centre, Leicestershire

Ask the experts: Auditor and accountant responsibilities

Jun 7, 2018

Melanie Hind, the Financial Reporting Council’s executive director for audit and actuarial regulation, discusses the differences in responsibility that a business’s auditor and accountant hold
by Bethan Rees

CISI Honorary Fellowships 2018

Jun 6, 2018

The Board of the CISI is delighted to announce that five CISI Honorary Fellowships have been awarded