CISI confirms Financial Planning Week for January 2024

The 2024 UK Financial Planning Week will be from 22-28 January

Isabel Baxter
clock • 2 min read

The Chartered Institute for Securities & Investment (CISI) has revealed that Financial Planning Week 2024 will take place from 22 to 28 January.

The 2024 Financial Planning Week is expected to be centred on busting myths around financial planning and encouraging conversation around finances. The aim is to help individuals take control of their finances and reach their goals. UK financial planners can support the campaign by: • Hosting a free one-hour financial planning session and sharing this on their social channels. • Sharing tips, tools, and articles on personal finance topics. • Heading into their local schools to talk about financial literacy. • Share the importance of finding a professional, qualified financial...

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

Canada Life to sell onshore bond business to insurance firm Chesnara

Canada Life to sell onshore bond business to insurance firm Chesnara

Strategic review prompts transfer as Chesnara expands life and pension portfolio

Sahar Nazir
clock 23 December 2024 • 1 min read
Happy holidays from Professional Adviser

Happy holidays from Professional Adviser

Regular newsletters and content will resume on 2 January

Jen Frost
clock 23 December 2024 • 1 min read
The state of financial vulnerability in 2024 and what 2025 holds

The state of financial vulnerability in 2024 and what 2025 holds

'Most firms are now heading in the right direction with their vulnerability processes'

Richard Farr
clock 20 December 2024 • 3 min read