CISI appoints Carter as second vice chair to CISI IFP Forum Committee as new members needed

by | Jul 14, 2017

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The Chartered Institute for Securities & Investment (CISI) has appointed Keri Carter CFPTM, Chartered MCSI, Chartered Wealth Manager and Managing Director of Broadway Financial Planning, as second vice chair to the CISI IFP Forum Committee.

She will also head up the Accredited Financial Planning Firms steering group.

Carter joins Ian Howe CFPTM as chair and Martin Ruskin CFPTM as vice chair of the Committee.


The CISI IFP Forum Committee has the job of defining CISI’s financial planning strategy. Its principal aims are to grow the CERTIFIED FINANCIAL PLANNERTM and ACCREDITED FINANCIAL PLANNING FIRMTM designations in the UK. And, develop and encourage the next generation of financial planners and promote financial planning to the consumer.

Two new members need to be recruited for the IFP Forum Committee and those interested in helping shape the future of global financial planning should email

Speaking about her appointment, Carter 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.”


Jacqueline Lockie CFPTM Chartered FCSI, CISI Deputy Head of Financial Planning said: “We are delighted that Keri has accepted the position of second vice chair after being a member of the Committee for one year.  We look forward to working alongside Keri and the other members of the Committee as well as our Accredited Financial Planning Firms to help shape future initiatives for our globally respected financial planning members.”

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