CISI supports World Financial Planning Day at the World Investor Week

Jenna Brown
clock • 1 min read

The Chartered Institute for Securities & Investments (CISI) is supporting the World Financial Planning Day on 6 October 2021 at the Organization of Securities Commissions’ (IOSCO) World Investor Week, during the week 4-10 October.

The event, organised by the Financial Planning Standards Board (FPSB), aims to provide consumers around the world with the life-changing guidance offered by the financial planning profession while increasing awareness of the value of financial planning.  The CISI is promoting how the proper guidance can ignite a sense of confidence in people who are stressed and anxious about managing personal finances by championing the FPSB's World Financial Planning Day. The theme remains Live your today. Plan your tomorrow, with the FPSB hosting a worldwide live virtual panel event while using the...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Your profession

Popularity of SDR 'Sustainability Focus' grows as two Aegon AM funds adopt label

Popularity of SDR 'Sustainability Focus' grows as two Aegon AM funds adopt label

By end of March 2025

Cristian Angeloni
clock 09 January 2025 • 2 min read
Average DB transfer complainant to receive no compensation

Average DB transfer complainant to receive no compensation

Broadstone’s DB Redress Tracker shows typical redress compensation continues to fall

Jasmine Urquhart
clock 09 January 2025 • 1 min read
Attivo Investments partners with SEI to launch goal-based MPS

Attivo Investments partners with SEI to launch goal-based MPS

Stephen Harper leads the business as CEO

Sahar Nazir
clock 09 January 2025 • 1 min read