CISI launches updated Wayfinder website to help savers find financial planners

‘Improved search experience’

Julia Bahr
clock • 1 min read

The Chartered Institute for Securities & Investment (CISI) has relaunched its Wayfinder website, which helps consumers find a financial planner.

The resource listing allows people across the UK to search for their nearest Certified Financial Planner (CFP) professional or Accredited Financial Planning Firm (AFPF). According to the CISI, CFP professionals can now log into the platform with their CISI account details and update their profile manager details directly. All CFP professionals therefore have full control over their public profile, the professional body said, which means it is easier for them to update their information. In addition to the key ‘find a planner' search function, Wayfinder examines what financial plann...

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