NEWS
Events preview
We offer many opportunities to help you meet your requirements for continuing professional development (CPD). Below are just some of the highlights of the Institute’s CPD events programme, but for comprehensive details and to book, please download the MyCISI app or visit
cisi.org and click on the ‘Events’ section. Please note that dates listed below are subject to change.
LIVE WEBINARS
THU 30 MAR Using good governance against bad practices: the role of professionals in the UK, Cyprus, and beyond
TUE 25 APR Lifetime pension annuities
THU 4 MAY Wills, trusts, and the great unknown surrounding business relief
THU 11 MAY Integrity at work THU 18 MAY Paraplanner conference
IN-PERSON EVENTS THU 23 MAR Young Professionals’ Network London THU 20 APR Cotswolds branch annual dinner THU 20 APR East Midlands & Lincoln annual dinner
THU 18 MAY Liverpool, Chester & North Wales branch annual dinner
FRI 9 JUN Guernsey branch annual dinner TUE 13 JUN Futureproofing financial services THU 15 JUN Northern Ireland branch annual dinner FRI 29 SEP Jersey branch annual dinner 3–4 OCT
Financial Planning Conference, Surrey
• If you have an idea for an event or would like to contribute at one of our events, please email
cpdevents@cisi.org.
• For details of conferences and social events available to members, please visit
cisi.org/events.
QUICK QUIZ
The Review’s quick quiz features questions from CISI Professional Refresher, an online learning tool. The answers are on page 45.
The FTSE4Good UK Index is similar to which index? A FTSE All-Share
B FTSE 100 C FTSE 250 D FTSE Small Cap
Which type of unfunded pension scheme does not facilitate access to pension freedoms? A Defined benefit
B Defined contribution C Final salary D Public service
Which of the following is a reason why a company might have a rights issue? A To extend voting obligations
B To raise money C To increase the share price D To reduce the share price
Which of the following processes best describes the term ‘net zero’? A Removing CO2 from the atmosphere
B Offsetting CO2 emissions via other projects, such as tree planting
C Reducing all greenhouse gas emissions, not just CO2
D There is no single definition
If you or your firm would like to find out more, visit
cisi.org/refresher or contact the CISI on +44 20 7645 0777.
Disciplinary rules: important notice
CISI members agree to abide by the Membership Regulations. An important aspect of this is the obligation to promptly inform the CISI (by emailing
standards@cisi.org) of any matter which may impact your suitability to remain a member. Failing to do so may be considered an aggravating factor in a disciplinary case.
Examples of matters which may impact suitability to remain a member include (but are not limited to): whether in the course of work, a member has committed any act or default likely to bring discredit
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to them, the Institute, or the securities, investment, wealth and financial planning professions; if a member has performed their work incompetently; and, if a member has failed to satisfy a judgement debt, has made an assignment for the benefit of creditors, a bankruptcy or interim order has been made against them, or if the member has entered into a voluntary arrangement as defined in the Insolvency Act 1986.
More information at
cisi.org/mrules. THE REVIEW MARCH 2023
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