CISI appoints Certified Financial Planner to board

The CISI membership elected Amyr Rocha Lima and Peter Moores to the CISI board which meets five times a year.

Mr Rocha Lima is a partner at Kingston-upon-Thames-based Financial Planning and wealth management firm Holland Hahn & Wills.

He holds both the Certified Financial Planner and Chartered Financial Planner designations. He is also a Fellow of the CISI. He is also the chair of the CISI Financial Planning Forum.

Mr Moores is CEO of Raymond James and holds Chartered Fellow status (Chartered FSCI).

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He started his career with Chase Manhattan Bank in New York, Frankfurt and London where he worked for 10 years before joining DAB Bank. He joined Raymond James Investment Services in 2004 as managing director before becoming CEO in 2005.

He is also a member of the Institute of Directors and a mentor to start-up business in London Business School’s Summer Entrepreneurship Programme.

The CISI has members working in Financial Planning, capital markets and wealth management and runs the Certified Financial Planner designation in the UK.

This summer the CISI received the royal approval for its use of the designation Chartered Fellow (Financial Planning) for all members that have gained its Certified Financial Planner accreditation.

Firms which meet the necessary criteria are now able to describe themselves as CISI Chartered Firms.

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