UK consumers offered free personal financial planning sessions during CISI Financial Planning Week 7 -11 October #FPWUK #Planwell2livewell
UK consumers nationwide are being offered free personal financial planning sessions by CERTIFIED FINANCIAL PLANNERTM (CFP TM) professionals, with the aim of giving everyone a helping hand to achieving financial wellbeing, resilience and life goal planning.
Fairstone NI is delighted to be supporting the Chartered Institute for Securities & Investment’s (CISI) Financial Planning Week and will be holding free, one hour consultations which can be booked with Fairstone NI in advance, for week commencing 7 October, by calling 02892 605 088 or emailing firstname.lastname@example.org.
The annual campaign, organised by this professional body, is a national initiative to help improve the financial fitness of the UK public, while highlighting the fact that CFPTM practitioners represent the pinnacle of professionalism for their knowledge, skills and integrity.
Consumers are being encouraged to think about the value of financial planning and to take up the offer of a free session with a local CFPTM via cisi.org/findaplanner or by calling +44 20 7645 0777.
Fairstone NI Business Principal and Chartered Financial Planner, Sean Larkin said: “Our CFPTM professionals are delighted to help all consumers, no matter what their age or financial circumstances, during these free sessions 7 – 11 October. CFPTM qualified professionals in particular offer a 360-degree, holistic approach, with the ethos very much focused on putting life goals and financial well-being first. Their designation means they approach these important sessions with integrity and sensitivity, aiming to do the right thing for the consumer.
The free, one-hour money management sessions will offer a chance for members of the UK public to have a one-to-one meeting with a qualified CFPTM professional, who begin by working through an individual’s life goals then help plan how to achieve them.
About Chartered Institute for Securities & Investment
The CISI’s mission is to help members attain, maintain and develop their knowledge and skills and to promote the highest standards of ethics and integrity in the securities and investment profession.
Based is the City of London, with origins in the London Stock Exchange, the CISI is a global organisation with representative offices in financial centres such as Barcelona, Colombo, Dubai, Dublin, Edinburgh, London, Manila, Mumbai and Nairobi. We work in close cooperation with regulators, firms and other professional bodies worldwide and over 40,000 examinations were sat in 81 countries in the last twelve months. With 45,000 members in 111 countries the CISI is the professional body which sets examinations and offers qualifications for those working in or looking to establish a career in the financial planning, wealth management and capital markets profession