Press Release  Friday, Sep 30, 2016

FPSB CEO to Speak at CISI Financial Planning Annual Conference

DENVER, CO 30 September 2016 FPSB CEO Noel Maye will speak at the Chartered Institute for Securities & Investment (CISI) Financial Planning Annual Conference: Stand Tall Together, which takes place on 3 5 October 2016, at the Celtic Manor Resort in Newport, Wales.

CISI is FPSBs member organization in the United Kingdom. The programme is packed with more than 40 confirmed speakers, providing a variety of dynamic keynote and pick and mix optional sessions targeted toward financial planners, paraplanners, financial advisers and wealth managers in the United Kingdom. All conference sessions are accredited with 13+ hours of structured continuing professional development (CPD).

Mr. Maye, as a global thought leader in financial planning, will join other distinguished speakers, including keynote speaker, former Minister of State for Pensions and Director of Policy and External Communications at Royal London Steve Webb, who will be presenting about the emerging pensions regulatory landscape.

To promote the profession of financial planning and discuss the benefits of working with a CERTIFIED FINANCIAL PLANNER professional, Mr. Maye will give a global update, including progress against FPSBs strategic priorities and further discuss how lifes better with a financial plan, a financial professional and more specifically, how lifes better with a CERTIFIED FINANCIAL PLANNER professional. Lifes Better is FPSBs newest campaign focused on consumer awareness about financial planning and how when consumers work with a competent, ethical and client-centric financial planner, like a CFP professional, their financial life goals can be within reach.

I am pleased to participate in CISIs conference and update the U.K. financial planning community on FPSBs progress in establishing financial planning as a global profession, with the CFP marks its symbol of excellence, Maye said. CISIs efforts to foster professionalism and increase access to those seeking a career in financial planning greatly support FPSBs efforts to position CFP certification as the must-have designation for the consumers and providers of financial planning advice.

At the CISI Financial Planning Annual Conference, sessions will cover:

Day 1 Integrity and Risk, Investments and Tax, Retirement Planning and Divorce, Practice Management
Day 2 Personal Development, Understanding Risks and Opportunities, Regulatory News, The Six Steps of Financial Planning
Day 3 Driving Paraplanning Forward, Growing Your Business and Developing Your People, The Six Steps of Financial Planning Cont’d

Mr. Maye is scheduled to address the group on Day 2.

The full programme can be viewed at Delegates can follow the Twitter conversation using #CISIconf and upload their photos to Instagram tagging @the_cisi

The Financial Planning Gala Awards will take place on the evening of 4 October which will recognise the outstanding achievement of individuals and firms across the UK financial planning profession.

About FPSB
FPSB manages, develops and operates certification, education and related programs for financial planning organizations to benefit the global community by establishing, upholding and promoting worldwide professional standards in financial planning. FPSB demonstrates its commitment to excellence with the marks of professional distinction CFP, CERTIFIED FINANCIAL PLANNER and CFP Logo mark which it owns outside the United States.
FPSB has a nonprofit member organization in the following 26 territories: Australia, Austria, Brazil, Canada, Chinese Taipei, Colombia, France, Germany, Hong Kong, India, Indonesia, Ireland, Israel, Japan, Malaysia, New Zealand, the Netherlands, the Peoples Republic of China, the Republic of Korea, Singapore, South Africa, Switzerland, Thailand, Turkey, the United Kingdom and the United States. At the end of 2015, there were 161,821 CFP professionals worldwide. For more, visit

Chartered Institute for Securities & Investment (CISI)
The CISIs mission is to help members attain, maintain and develop their knowledge and skills and to promote the highest standards of ethics and integrity in the securities and investment industry. Based in the City of London, the CISI is a global organisation with representative offices in financial centres such as Dublin, Singapore, Hong Kong, Manila, Dubai, Mumbai and Colombo. We work in close cooperation with regulators, firms and other professional bodies worldwide and over 40,000 examinations were sat in 80 countries in the last twelve months.
With 40,000 members in 116 countries the CISI is the professional body which sets examinations and offers qualifications for those working, or looking to establish a career in the securities, investment, wealth and financial planning professions.

For further information on the Chartered Institute for Securities & Investment (CISI), contact Lora Benson: [email protected]

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