Important Notice: Essential System Upgrades – 19 September – 20 September.
To support ongoing improvements, essential system upgrades will take place from 08:00 on 19 September until the afternoon of 20 September.
PSI exams scheduled during this maintenance window will not be visible in your MyCII dashboard until the work has been completed. Product orders submitted during this period will be subject to processing delays. If you have an coursework/mixed assessment enrolment deadline on 19 September and require an additional resubmission attempt, please plan ahead accordingly.
We apologise for any inconvenience caused and appreciate your patience while we carry out these important updates.
Roger Jackson, APFS, Chartered Financial Planner
Engagement Board Member (Financial Planning)
Roger has been in the financial planning profession for the last 18 years, starting as a trainee straight from 6th form.
He has worked in various roles, administration, paraplanning, management and currently on the board of a financial planning firm looking after a team of 12 financial planners.
He currently holds the designation of APFS, Chartered Financial Planner and also holds a Certified Financial Planner title with the CISI. In addition to this, Roger is a NED for a startup and has worked Chairing a charity board previously.
He has been recognised twice by ‘Citywire’s Top 35 under 35’ as a top financial services professional under the age of 35.