By Lora Benson
Building on the concept of CISI’s Financial Planning Week (FP Week) as an opportunity to give back, CISI has launched Financial Planning Week 2026 to encourage all financial planners to become involved and give at least an hour of their time, free, to make a difference to people’s finances across the UK.
CISI’s annual Financial Planning Week, which will run from 26 January to 1st February 2026, is a nationwide public outreach campaign to spread awareness of the benefits of financial planning and encourage people to take control of their finances.
It allows consumers to experience the power of financial planning through free, introductory appointments and resources from all UK financial planning professionals including CERTIFIED FINANCIAL PLANNER™ practitioners. It is also an opportunity for all financial planners to give back by sharing their expertise free with their local communities throughout the UK.
Carly Dunningham CFP™ MCSI, Chair of the CISI Financial Planning Forum committee, launched the FP Week call to all UK planners at the annual CISI Financial Planning Conference and said: “This initiative is more than just a date in the diary. It’s a nationwide opportunity to show the public what true financial planning really means – to raise awareness, to share our expertise more widely, and to open doors for people who might not otherwise have access to the support we know can be invaluable.”
Chris Morris Chartered MCSI, CISI Head of Financial Planning, Policy and Engagement said: “As an educational charity and professional body, we understand the consumer concern around money matters, including inflation, interest rates and potential tax rises. CFP™ practitioners have the talents and skills to offer a helping hand to consumers by giving an hour of their time free during Financial Planning Week in January next year. On this World Financial Planning Day we encourage our CFP™ and all financial planning practitioners throughout the UK to get involved and unlock for consumers the power of financial planning."
All financial planners can get involved by signing up to support CISI Financial Planning Week in a range of ways including:
- Spreading awareness on social media
- Hosting pro bono consultations
- Sharing press releases with local news outlets
- Speaking at local schools and community centres about financial literacy, or financial planning careers
- Sharing resources, including financial health checklists
The CISI’s Wayfinder website, financialplanning.cisi.org, lists CERTIFIED FINANCIAL PLANNER™ professionals and CISI Accredited Financial Planning Firm™ businesses for consumers to find and book an introductory free appointment.CISI financial planners supporting the FP Week initiative will be listed in a Financial Planning Week supporters directory, which will be hosted on Wayfinder.
The FP Week campaign logo, along with the slogan accompanying it: “Live your today. Plan your tomorrow.” symbolises a path to a fulfilling future. The slogan also aligns with the Financial Planning Standards Board’s slogan to signify the campaign’s efforts to make financial planning more globally accessible.
All financial planners can download the campaign toolkit, which includes social media graphics and a presentation aimed at a younger audience, which will be released shortly. Everyone is encouraged to also post on social media using the hashtag #FPWUK. If CISI members have any additional ideas around the support of FP Week, they are invited to send them to FPWeek@cisi.org.