Keri has the ability to combine professionalism with kindness and it was these qualities that came to the fore when my husband suddenly passed away and we were catapulted into a situation with the Trustees of his estate which nobody could have foreseen.
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.