CISI to launch ‘unique’ Financial Planning Week in October


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.


FP Week 2019: Firm reveals initiatives to boost planning

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.


FP Week 2019 gets underway with ‘life goals’ focus

The CISI’s Financial Planning Week got under way today, with the event running until Friday.


FP Week 2019: Adviser offers free Financial Planning session

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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