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.
The Chartered Institute for Securities & Investment (CISI) is delighted to announce that Keri Carter CFP, Chartered MCSI, Chartered Wealth Manager and Managing Director of Broadway Financial Planning has been appointed as second vice chair to the CISI IFP Forum Committee and will also head up the Accredited Financial Planning Firms steering group.
The CISI IFP Forum Committee is responsible for defining CISI’s financial planning strategy. It aims to grow the CERTIFIED FINANCIAL PLANNER and ACCREDITED FINANCIAL PLANNING FIRM designations in the UK, develop and encourage the next generation of financial planners and promote financial planning to the consumer. The steering group gives a clear voice to CISI’s highly regarded Accredited Financial Planning firms who will be offering guidance and support to the CISI. All Accredited Firms have been invited to attend be involved in shaping the future for our top firms.
Keri said: “I’m thrilled to be appointed to these two roles and look forward to continuing to promote pure financial planning within the CISI and the wider community.”
You can read the full CISI article here...