The Chartered Institute for Securities & Investment (CISI) is delighted to welcome both Standard Life and Aegon as Gold Corporate Supporters for 2018.
As CISI Gold Corporate Supporters Standard Life and Aegon are demonstrating their commitment to building and developing the financial planning profession by partnering with the CISI in the UK on its flagship Financial Planning and Paraplanning programmes, including consumer focused campaigns such as Financial Planning Week and regional CPD events for the year.
The CISI Financial Planning Conference this year is being held at the Hilton Birmingham Metropole Hotel 1 – 2 October 2018 and the programme for this dynamic event will be announced shortly.
Jacqueline Lockie, Chartered FCSI, CISI’s Head of Financial Planning said: “We are excited to have Standard Life and Aegon on board as Gold Supporters, championing the growth of the financial planning community in the UK. Their involvement this year is particularly thrilling as we hold our financial planning conference for the first time in Birmingham. We are shaping a fantastic conference programme to reflect the unique global overview of the CERTIFIED FINANCIAL PLANNERTM designation, with technical and soft skill streams to enthuse and energise all delegates.”
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Noel Butwell, Director, Standard Life UK Distribution, said: “I’m delighted that Standard Life is partnering with CISI this year. We’re huge supporters of the financial planning profession and our aim is to help ensure they can support more customers with their life savings in the future. This is central to what we do. This partnership means we’ll be building on key relationships to see how we can work even better to support the growth of good financial advice, in particular with our support of Financial Planning Week. Helping financial planners to make their businesses as streamlined and efficient as possible is a vital part of that.
“We’re really looking forward to working closely with CISI over the coming year and we’re looking forward to meeting everyone at both Paraplanner and Financial Planning Conferences later this year.”
Mark Till, Chief Distribution and Marketing Officer, of Aegon said: “We’re delighted to continue our association with the CISI and its membership as Gold Corporate Supporters in 2018. We recognise the benefits of working with the CISI and support their drive for continuing professional development, excellence and integrity within the financial planning profession. At Aegon, we’re focused on helping intermediaries grow their business and profitability, while lowering risk and cost. As the largest platform within the UK, following our acquisition of Cofunds, we continue to work hard supporting the financial planning community. The CISI and Aegon both have global presence with heavy footprints in the UK advice market. Our partnership reflects, our mutual desire to network with like-minded individuals and businesses, to educate and develop people, while acting as thought leaders”
The CISI is the UK license holder for the CERTIFIED FINANCIAL PLANNERTM (CFPTM) designation. The CFPTM license, renewable annually, demonstrates that the holder has attained the pinnacle of professionalism. Part of a global community of 175,000, the UK CFPTM professional supports consumers on their personal finance journey, from any stage of life. The CFPTM designation is unique in creating the Six Steps of Financial Planning which examines each person as an individual and is a wholistic approach to supporting consumers on their money life journey.
The CISI Financial Planning Conference is open for booking now.