The Chartered Institute for Securities & Investment (CISI) has announced the appointment of Amyr Rocha Lima as chairman of the CISI Financial Planning Forum Committee. The FP Professional Forum encourages CISI's financial planning members to share their ideas and listen to presentations by other practitioners. The Forum provides an opportunity to meet other professionals and engage in open discussions in a confidential setting, as Forums are conducted under the Chatham House rule. Rocha Lima is a Partner at Holland Hahn & Wills Financial Planning and has been a member of the CISI FP F...
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