“Learning from other professionals has always been beneficial, and with one eye on next year’s CISI financial planning conference we are looking to leverage CFPTM expertise globally to add more value to CFPs in the UK.”
Attracting new talent
However, on a personal note, Morris explained that the ongoing relationship and frequent meetings with the team at the FCA allows the CISI to feedback member views and respond to relevant consultation papers.
“The output from the advice guidance boundary review will be one to watch next year as will the ongoing requirements for firms to meet the consumer duty regulations,” he added.
Lastly, he said attracting youth to the profession will remain a key priority for the CISI in 2024.
Over the last 12 months the CISI has seen a 50 per cent increase in university partnerships with 50 Universities now taking its Introduction to securities and Investment qualification.
“The completion of this professional qualification gives students that ‘competitive edge’ and provides the perfect entry route into employment,” he said.
