Trust, expertise and the very helpful human element combine to provide and excellent service.
We are delighted to announce that Keri Carter has been elected onto the CISI’s latest Professional Forum Committee, the Institute of Financial Planning Professional Forum.
The CISI has developed several Professional Forum Committees which are one of the Institute’s primary sources of advice. Each committee is made up of leading practitioners across the different fields of finance, with 12 members led by a chairperson.
The IFP Professional Forum Committee’s remit is wide and varied and they will provide ideas and feedback covering the following areas:
As most of you will know, Keri is passionate about Financial Planning and, with her experience and expertise, she certainly aims to bring about change within the forum and the Financial Planning profession.