CEE Your Client Recognised as CISI-Endorsed CPD for Professional Advisers

We’re delighted to announce that our CEE Your Client programme for professional advisers has been officially approved as Endorsed CPD by the Chartered Institute for Securities & Investment (CISI). 

This recognition reflects the quality, rigour and practical value of the programme.

CEE Your Client is designed to support advisers across financial services and other professional practices to:

• Connect more deeply with their clients

• Explore what truly matters through skilled, intentional conversations

• Empower clients to make confident, informed decisions

  
  

We’re proud to offer a development experience that strengthens client outcomes, enhances adviser capability and now provides recognised, CISI-endorsed CPD.

Great client conversations don’t happen by accident. They are the result of being intentional, present and equipped with the right skills. The CEE Your Client programme gives advisers a simple, practical framework for creating conversations that build trust, uncover what really matters to clients, and support confident, informed decision-making in practice.