Financial Planning Week 2019


Plan Well to Live Well

Show your support for #FPWUK

What is Financial Planning Week?

Financial Planning Week 2018 represents a national initiative to bring financial planning to the consumer forefront. The week brings together CERTIFIED FINANCIAL PLANNERTM professionals, Accredited Financial Planning FirmsTM, members of the CISI Financial Planner Forum, schools, universities and the media in a bid to improve the financial fitness of the UK public.

This year's Financial Planning Week will take place on 3-10 October 2018 and registration is now open for CFPs  and accredited firms that wish to support the campaign.

Have a query? We'd love to hear from you, please email us at fpweek@cisi.org

Why support the week?

  1. HELP raise awareness about the importance of financial planning and financial education
  2. SUPPORT CFPTM professionals, CISI members and their firms to show consumers the value of the financial planning service they provide, and build their brand with the media too
  3. ENCOURAGE consumers to discover the benefits of having a financial plan and of working with professional financial planners, in particular with CFPTM professionals and Accredited Financial Planning FirmsTM
  4. RAISE the profile of financial planning and the financial planning profession

Media Coverage

The week also gets the support of the financial planning sector media which, alongside financial planning firms, will highlight consumer themes and money management issues. For examples of previous media coverage achieved, please see the articles from:


Press Office Contact Details:

 +44 (0)20 7645 0662      lora.benson@cisi.org

How can you be involved?

Hold free Financial Planning surgeries at your office

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Nominate a CFPTM professional to be on our panel of experts

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Help us spread the word

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Volunteer to write articles, tips, blogs etc

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Financial Planning Week 2017 shows demand for financial guidance is strong

Consumers throughout the UK came out in force to make the most of the free, professional financial guidance offered during the CISI’s Financial Planning Week, 8–12 May. The week unified Chartered Wealth Managers, CFPTM professionals, financial planners, media and consumers in a bid to improve the financial fitness of the UK public.

Highlights included:

  • Over 80 firms offered consultation surgeries, providing access to financial planning experts in person, via Skype or over the phone
  • Over 300 consumer telephone calls to the CISI, with many more received directly by UK financial planning firms
  • 800+ viewings across two Facebook Live webcasts, with 167 reactions, comments and shares and a total of 7,550 people reached.
  • 600 consumer emails received by CISI – with many more sent directly by consumers to firms
  • Ask a planner questions were submitted on our ‘Ask a planner’ feature on our consumer site, Wayfinder

Find out more
Our aim is to help the UK public draw up their own, personal, financial master plan, incorporating all of life’s milestones, whether that be preparing for retirement, buying a home, being newly-wed, or starting a business. This is something everyone can benefit from, not just the wealthy.

Rebecca Taylor CFP™ Chartered FCSI
CISI Board Director and Managing Director of Aurea Financial Planning