Securing the future of financial planning: Inspiring the next generation

CISI's Carly Dunningham shares practical steps for firms

clock • 4 min read

In the inaugural Our Sector column, a space for trade and professional bodies engaging with the advice profession and the industries it works alongside to share developments and spotlight financial services issues that matter, Chartered Institute for Securities & Investment Financial Planning Forum committee chair Carly Dunningham looks at inspiring the next generation of talent.

The financial planning profession is facing a pivotal moment. Across the profession, firms are reporting the same challenge: attracting and retaining high‑quality talent. With a significant proportion of advisers approaching retirement age and too few younger professionals entering the field, the talent pipeline is under real strain. Many leading businesses describe recruitment as one of their most persistent operational pressures - and the issue is no longer one we can afford to view as a slow‑burn concern. It is here, it is structural, and it needs collective attention. Why the tale...

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