The CISI’s Financial Planning Mentoring Scheme started on 1 January and those mentors leading the scheme will be highly regarded professionals possessing the globally recognised Certified Financial Planner (CFPTM) designation.
Mentees must be members of both the CISI and its Financial Planning Forum who are looking for help and support to achieve their professional financial planning goals. The scheme is free to join with a library of support and information available to all mentors.
A full structure is in place to establish mentees’ goals and support them along the way to achieving them.
Jacqueline Lockie CFPTM Chartered FCSI, CISI head of Financial Planning said: “We are delighted that Schroders has wholeheartedly backed this initiative to help us support and grow the financial planning profession for the public benefit.
“The list of queries that Schroders can help answer is wide-ranging; from investment dealing, platforms, business consolidation and even human resources-related issues.
“By offering to provide those on the mentoring scheme with specialist help that might otherwise be hard or time-consuming to find, Schroders offers a tangible benefit for those taking the time to participate in the scheme and grow the profession.”
Ms Lockie, a Financial Planning Today columnist, wrote about the importance of mentoring in the latest edition of the magazine, which was published yesterday.
You can read the magazine for free online here.