The Chartered Institute for Securities & Investment (CISI) has named Campbell John Edgar as its new head of financial planning and Jacqueline Lockie as its new deputy head of financial planning.
The duo will assume their new roles on 3 May 2016 and will be based at the company’s London office.
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In the new role, they will focus on promoting and growing the financial planning profession, such as raising awareness of the CFP. Both of them will report to CISI global director of business development Kevin Moore.
CISI CEO Simon Culhane said: "We are delighted to have two very experienced financial planners join the CISI as we look to bring the CFP certification to a wider audience.
"Both Campbell and Jacqueline are very well known in the financial planning community and will increase the dedicated CISI financial planning team to four. We very much look forward to them joining us."
Edgar previously worked as president of IFP from 2002 to 2004. In addition, he also served spells as a director and partner at John Lamb, senior consultant at Anderson Charnley, and as a director at Bloomsbury Financial Planning.
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By GlobalDataLockie earlier served as head of adviser training at AIC, and as director of training and education at IFP. She also held the role of a financial planner and paraplanner at Caulfield Cavells Financial Services.
