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:
Please include: Address, Town/City, County, Postcode, Telephone
We will contact you to confirm your support and send you materials to help you promote the week such as our supplier toolkit.
Please contact our financial planning team at email@example.com.
By completing this form I understand the CISI will email me about Financial Planning Week 2020.