Financial planning head to leave CISI at the end of the year

Jacqueline Lockie CFP™ Chartered FCSI, CISI head of financial planning, is moving on after more than four years in the role


Jacqueline played a key role in the integration of the Institute of Financial Planning (IFP) membership following the CISI/IFP merger in November 2015, and supported the institute while it re-engineered the CERTIFIED FINANCIAL PLANNER™ certification. She has also been a regular contributor to several publications and a judge for numerous financial advice awards.

Christopher Morris, Chartered MCSI will remain as deputy head of financial planning, reporting to Kevin Moore, Chartered FCSI, CISI global business development director, until a replacement head of financial planning is appointed.

Kevin said: “We will miss Jacqueline as both a valued head of financial planning and as a colleague. Her work with the CFPTM designation and the CISI financial planning community has been outstanding and is testament to her tenacity and devotion to the profession. We wish her all the very best for the future.”

Jacqueline said: “I had August off to think about my contribution within the CISI and I feel like now is a good time to go. What’s next is not fixed at the moment but it will be within the financial planning community. At the CISI we’ve had two very successful conferences this year and good engagement with the FP community, which has led to significant growth in the FP Forum.  While it has been frustrating not to see growth in the CFPTM certification numbers, partly because of the time taken to restructure the CFP certification, I do wish CISI every success in its desire to do so.”

Published: 23 Oct 2020
  • Financial Planning
  • Jacqueline Lockie

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