First NAC Meeting for 2020!

We also welcomed a new member to the NAC, Miles Uy who will be a valuable addition to the team.

The CISI continues to grow and expand in Asia and the Philippines bringing financial education, integrity and opportunity for members as well as excellent events for members.

Excited to be part of this opportunity to promote financial services in the Philippines and Asia this year and forming our own committee.


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We are officially a proud member of STEP,

the global professional association for those advising families across generations. STEP promotes education and high professional standards among their members, and seek to improve public understanding of the issues faced by families.