Find out more about Financial Planning Week 2019, and find a planner near you for a free session
Our annual Financial Planning Week is a national initiative to help improve the financial fitness of the UK public, while highlighting the fact that CERTIFIED FINANCIAL PLANNER™ professionals represent the pinnacle of professionalism for their knowledge, skills and integrity.
The free, hour long, confidential sessions are being offered by CFP™ professionals who are giving their time again this year on a pro-bono basis, offering consumers a helping hand to achieve financial wellbeing, resilience and life goal planning. It will offer a chance for members of the UK public to work through and discuss their life goals and then the financial planner will help plan how to achieve them.
We are encouraging consumers to sign up to the free sessions with a local CFP™ professional or other financial planner via cisi.org/findaplanner
or by calling 020 7645 0777.
professional’s ethos is to support consumers in shaping practical, easy-to-understand, holistic financial solutions for every life stage.
Financial Planning Week through the eyes of a consumer
Freelance writer Jo Middleton attended a session in advance of the week, and wrote about it afterwards on her Slummy Single Mummy blog
to let consumers know what to expect. She highlights that "Financial Planning Week is for everybody", not just wealthy clients. "In fact," she says, "if you don’t currently have much in the way of savings or retirement plans then all the more reason to take up the offer of a free session."
Jo's FaceTime session with Andrew Elson CFP™ Chartered FCSI and Sarah Elson CFP™ APP Chartered MCSI at Berry & Oak left her feeling "much more motivated" about her finances, and she "came away with some really practical, tangible next steps". These are outlined in detail on her blog, and include:
- A change of mindset towards a more long-term financial view
- Focusing on one financial target at a time
- Setting up a dedicated savings account
- Checking that pension funds are suitable and performing as they should be
- Downloading a money management app
- Checking details of insurance policies
- Writing down financial priorities and target dates for savings, and making a list of everything that needs to be done to achieve financial goals
Jo's session left her feeling reassured that, with "just a few tweaks and updates", her financial future is looking "half decent".
Read Jo's blog in advance of #FPWUK