Sign up to show your support for the UK Financial Planning Week 2021

Thank you for taking an interest in supporting this year’s UK Financial Planning Week! The week will be held Monday 11 – Sunday 17 October 2021, and there are a range of activities we would love your support in carrying out.

Whether you can offer hour-long surgeries, share financial planning 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 qualified financial planner and member of the CISI Financial Planning 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

Are you completing this form on behalf of someone else?

Please provide details of the person you’re signing up:

Please tick all the options you would like to volunteer for

I can support (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 on fpweek@cisi.org if you have more than four extra addresses you would like to add)

Please include the first line of the address, town/city, county, postcode

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 appearances

Ask a planner

Consumers are able to ask a planner a question online. Are you interested in joining the ‘Ask a planner’ panel of experts?

Questions?

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



By submitting this form I understand The CISI will email me about Financial Planning Week 2021. We will contact you to confirm your support, and will send materials to help you promote the week shortly such as our toolkit.