CISI to launch ‘unique’ Financial Planning Week in October
- Friday, 31 July 2020
- Articles
The CISI is urging UK Financial Planners to get involved in this year’s Financial Planning Week to help consumers cope with the “huge shock” of Covid-19.
Read more...FP Week 2019: Firm reveals initiatives to boost planning
- Tuesday, 08 October 2019
- Articles
West Yorks-based Chartered Financial Planning firm Berry & Oak has thrown its weight behind the CISI’s Financial Planning Week with a number of initiatives aimed at boosting the Financial Planning profession.
Read more...FP Week 2019 gets underway with ‘life goals’ focus
- Monday, 07 October 2019
- Articles
The CISI’s Financial Planning Week got under way today, with the event running until Friday.
Read more...FP Week 2019: Adviser offers free Financial Planning session
- Monday, 07 October 2019
- Articles
London-based adviser Marc Burman is offering a free one-hour Financial Planning surgery anytime next week, during Financial Planning week, which starts today.
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