Autumn has started and with the long hot summer now behind us, we look forward to the next period of CPD and social events for the CISI Southern Branch for the late 2018 and early 2019 calendar.
Each CPD event lasts approximately two hours, normally with two speakers, to diversify the topical subjects being considered to appeal to our varied audience. A second venue is now established in Reigate and big thanks go to Louis Coke, Vice-President of our branch, for achieving this new regular destination. It certainly offers greater access to CPD events for our CISI members and we will look to achieve a further locality in time, once both current venues are fully established.
Your Southern Branch Committee has met on a couple of occasions during the summer to look ahead to provide a diverse and, we hope, attractive agenda for events over the next period, for both financial planners and wealth managers alike. I would like to extend my thanks to Praneet and Nikki at CISI central for their help in achieving the outcomes for our branch over the next few months. Please do log into your personal MyCISI account online to see what’s on over the period, including our social event in November 2018 in central Guildford. It should be an inspirational evening, with our guest, local business leader Tom Higgins of Gold-I. The Community Foundation for Surrey will also be with us on the evening, not to ask us for funding, but simply to tell about their work across our geographical area.
An important feature of the CISI offering is education to local schools, colleges and learning outlets. Our Education Officer, Vicky Fulcher, has been working to contact schools in the Southern Branch region to pass on learning material for budding future financial experts. If you have any contacts who would benefit from this opportunity then please do contact me.
There are important economic events occurring over the next period, including the Brexit negotiations, ongoing and ever-changing regulation, US mid-term elections and, of course, this year’s ‘Santa rally’ (not guaranteed of course!). We believe our events will reflect these economic positions as they are approached, but we are only human. If there is anything we have missed, or topics, or speakers you feel would add value and you would like to see being added to the agenda for 2019 then do let us know. We will look to accommodate requests where we can.
I, and the Committee, look forward to the season ahead.
Keith Churchouse CFP Chartered FSCI
President, CISI Southern Committee