Leading wealth manager Charles Stanley is pleased to announce Katie Presland, an investment manager at its Tunbridge Wells office, has been elected as President of the South East branch of the Chartered Institute for Securities & Investment (CISI).
The CISI is the leading professional body for wealth management and financial planning professionals. The CISI is dedicated to professionalism and has a global community of around 400,000 members in 116 countries. Last year more than 40,000 CISI exams were sat in 80 countries.
The CISI offers an extensive programme of CPD and networking events across the UK and internationally and recently hosted the first ever annual dinner for the CISI’s South East branch at the Spa Hotel in Tunbridge Wells. Over 90 guests attended and over £1,800 was raised for Hospice in the Weald, a charity that strives to ensure that patients with a terminal illness, their families and carers have access to compassionate, individualised, holistic and supportive care.
Following her appointment, Katie commented: "I am proud to have been elected as the President of the CISI’s South East branch. I’ve been the vice president of the South East CISI for the last three years since its inception, and at the recent inaugural dinner I was honoured to become President.
“Over the past three years, we have been trying to raise the profile of the CISI locally and have organised many events in the Tunbridge Wells area. This year our CPD events have proved a great success, bringing over 60 local members of the CISI together.”