With World Financial Planning Day kicking off Financial Planning Week on 3 October, advisers still have time to get involved to promote the profession to the public, the CISI has said.
The consumer-focused day is part of Financial Planning Week, taking place from 3 to 10 October. The Chartered Institute for Securities & Investment (CISI) and the Financial Standards Planning Board said the annual campaign is an opportunity to showcase the professionalism of certified financial planners to the public. The CISI encouraged its financial planning members to support the event by sharing articles and blogs, as well as financial planning tips and best practice on social media using the hashtag #WFPD. The Financial Standards Planning Board launched #WFPD last year as part...
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