During this week, the Chartered Institute for Securities & Investment (CISI) encourages consumers nationwide to connect with Financial Planners. It will offer an hour-long free session for consumers with Certified Financial Planners as well as offering tips and tools.
This year, the content will run entirely online at cisi.org/fpweek
World Financial Planning Day will also be during this week on 7 October, organised by the Financial Planning Standards Board (FPSB) as part of World Investor Week (5-11 October).
The CISI has encouraged its Financial Planning members to support World Financial Planning Day and World Investor Week by sharing Financial Planning tips and best practice on social media using #WFPD2020 and #WIW2020.
World Financial Planning Day is part of the FPSB’s ongoing global initiative to increase consumers’ financial literacy, capability, and to help consumers understand how Financial Planning can add value.
The lead theme this year is ‘Live your today. Plan your tomorrow’ and is supported by four key features: Financial Planning is accessible, a financial plan is personalised for individual needs, there is security in controlling a financial plan and a CFP professional is on hand to support.
Jacqueline Lockie, Chartered FCSI, CISI Head of Financial Planning said: “This year it is particularly important for CISI to be supporting the global Financial Planning initiative for World Financial Planning Day and World Investor Week. So many consumers have suffered financial distress and uncertainty as a result of the pandemic.
“We will be joining the global FPSB network of organisations in 26 countries and territories, representing over 188,100 CFP professionals, to support these initiatives to help encourage and promote consumer awareness and understanding of how Financial Planning can help consumers.”