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