We’re excited to announce Financial Planning Week 2019 will take place on 7-11 October 2019.
Whether you can offer surgeries in person, by telephone or Skype, post financial planning best practice and tips, or help spread the word, we'd love to hear from you. As a Certified Financial Planner™, 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 below form to confirm your support:
Why is your firm supporting Financial Planning Week? What benefit does the week bring to consumers?
Please leave the name you would like the testimonial attributed to.
Please contact our financial planning team at firstname.lastname@example.org
A supporter toolkit will be available soon.