CISI’s Financial Planning Week 11 – 15 October 2021. Sign up for free, finance sessions.

Wednesday 22 September 2021

UK consumers nationwide are being offered complimentary personal financial planning sessions by qualified financial planners including CERTIFIED FINANCIAL PLANNERTM (CFP TM) professionals. The aim is to empower consumers throughout the UK by experiencing the support available from financial planning, this includes help with organising finances and guidance in planning how to reach life goals and dreams.

This initiative is very important to us at Acumen Financial Planning we enjoy supporting the Chartered Institute for Securities & Investment’s (CISI) Financial Planning Week and will be holding free, hour-long sessions which can be booked with Acumen Financial Planning in advance, and during the week commencing 11 October, via info@acumenfp.com and 01224 392350.

The annual campaign, organised by the not-for-profit professional body the CISI, is a nationwide initiative aiming to help consumers build financial confidence, combat anxiety and stress about money, and deal with life’s challenges around day-to-day financial decisions.

The UK public is being encouraged to think about how they feel about their finances, whether they feel they know as much as they could, and to take up the offer of a free session with a qualified professional financial planner, to see the life-changing benefits for themselves via financialplanningweek.co.uk.

Keith Mackie, Director at Acumen Financial Planning said:

“Financial Planning week provides everyone with the opportunity to meet with a financial planner and establish how financial planning could help them achieve their goals for themselves and their families. As an Accredited Financial Planning firm, we have supported this campaign for many years and are pleased to be offering appointments online from our teams across Scotland as part of financial planning week 2021.”

Sally Plant, CISI’s Head of Financial Planning said:
“It highlights to consumers the importance of identifying qualified financial planners through a not-for-profit, professional body directories, thereby obtaining fair and professional financial guidance.

“Our financial planning community including our Certified Financial Planners™ are best placed to share their expertise to support the public in doing so. By offering free personal financial planning sessions, the community will be helping people of all ages and incomes to put plans in place for their future.

“Our planners’ are committed to giving their pro bono guidance to all consumers to help convey the true positive benefits of having a financial plan.”

During Financial Planning Week, financial planners and their firms will be:

  • Offering free consultation surgeries, in a variety of formats (online video call, phone call, or in-person)
  • Opportunities for consumers to “Ask a Planner” a question in sessions or offer written responses to individuals’ queries
  • Providing talks to local schools across the country to share the merits of the financial planning profession as a career
  • Sharing their articles, guides, and case studies on financialplanningweek.co.uk


To book a free consultation as part of Financial Planning week commencing 11 October, contact your nearest office to arrange an online or face-to-face appointment.


Share

Financial planning week logo white

Financial Planning Week 2021

Book a free consultation with our Financial Planners as part of Financial Planning Week 2021.