Financial Planning Week 2020 | 5-11 October

Financial Planning Week, organized by the Chartered Institute for Securities & Investment (CISI), FPSB’s  UK Affiliate, offers consumers a helping hand to achieve financial well-being, resilience and financial budgeting and planning.

During Financial Planning Week, financial planners and their firms will be:

  • Offering free consultation surgeries, via video call (Skype, Microsoft Teams, or Zoom) or over the phone for members of the public
  • Opportunities for consumers to “Ask a Planner” a question in online sessions or offer written responses to individuals’ queries
  • Providing talks to local schools across the country to share the merits of the financial planning profession as a career
  • Look out for money help webinars which will be announced on social media
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