Sign up to show your support for Financial Planning Week 2020

Thank you for taking an interest in supporting this year’s Financial Planning Week! The week will be held Monday 5 – Sunday 11 October 2020, and there are a range of activities we would love your support in carrying out.

Whether you can offer surgeries in person, by telephone or Skype, share financial planning best practice and tips, or help spread the word, we'd love to hear from you. As a Certified Financial Planner™ professional, an Accredited Financial Planning Firm™, or a member of the CISI Financial Planner Forum, your support will help to raise the profile of the profession and its standards.

Please complete the form below to confirm your support:

Your details

Please tick all the options you would like to volunteer for

I can suppoort (please tick all that apply):

Please provide address details for the Financial Planning surgeries

If you will be offering surgeries at multiple locations, would you like to add multiple addresses? (Please contact us if you have more addresses you would like to add)

Please include: Address, Town/City, County, Postcode, Telephone

Please include: Address, Town/City, County, Postcode, Telephone

Please include: Address, Town/City, County, Postcode, Telephone

Please include: Address, Town/City, County, Postcode, Telephone

Please include: Address, Town/City, County, Postcode, Telephone

Testimonials

Public presentations

‘Ask a planner’

Consumers have the opportunity to ask a planner a question online. Are you interested in joining the ‘Ask a planner’ CFP™ professional experts?

We will contact you to confirm your support and send you materials to help you promote the week such as our supplier toolkit.

Questions?

Please contact our financial planning team at fpweek@cisi.org.



By completing this form I understand the CISI will email me about Financial Planning Week 2020.