CISI brings back free advice for Financial Planning Week

40 firms already signed up

Victoria McKeever
clock • 2 min read

The Chartered Institute for Securities & Investment (CISI) will offer consumers free one hour money management consultations nationwide as part of Financial Planning Week in May.

The sessions, normally worth up to £500, will be offered by CISI Certified Financial Planning (CFP) professionals, formerly members of the Institute of Financial Planning. The one-on-one sessions will establish consumers' life goals and simple outlines of how they can achieve them. They will be delivered either in person, via skype or over the phone. Participating advisers will also offer ‘ask a planner' online sessions and give talks in schools across the country about the merits of financial planning. CISI confirmed 40 financial planning firms have already offered their services ...

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

Advisers urged to prioritise mindset over products in retirement planning

Advisers urged to prioritise mindset over products in retirement planning

Defaqto conference panellists urge shift to service-led, goal-driven strategies

Sahar Nazir
clock 02 May 2025 • 1 min read
PA360: 'Clients crave certainty, not solutions' – advisers urged to listen harder

PA360: 'Clients crave certainty, not solutions' – advisers urged to listen harder

‘Are you really listening to your clients?’

Sahar Nazir
clock 02 May 2025 • 2 min read
PA Asks: Should the cash ISA limit be cut?

PA Asks: Should the cash ISA limit be cut?

Plus, which business leader inspires you, redundancy cover and NFTs

Professional Adviser
clock 02 May 2025 • 1 min read