Highlights from Financial Planning Week 2016
From 6 - 10 June 2016, the CISI facilitated Financial Planning Week 2016, a national initiative to bring financial planning to the consumer forefront. The aim of the initiative, across five days, was to raise awareness of the importance of the role of qualified financial planners in helping people from all walks of life, not just the wealthy, and of all ages, to think ahead and plan for their futures. The week unified Chartered Wealth Managers, CFPTM professionals, financial planners, media and consumers in a bid to improve the financial fitness of the British public.
- Over 50 firms offered consultation surgeries, providing access to financial planning experts in person, via Skype or over the phone
- 200 ask a planner questions were submitted on our ‘Ask a planner’ feature on our consumer site, Wayfinder
- Over 50 bookings for “Money Talks” Cass Business School event for millennials and students
- 500 telephone calls from consumers interested in attending Financial Planning Week
- And more!