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CISI gets behind World Financial Planning Day – 4th October

2 October 2017

The Chartered Institute for Securities & Investment (CISI) UK has pledged its support for the Financial Standards Planning Board (FSPB) first ever financial planning day.

World Financial Planning Day will take place on 4 October as part of the International Organization of Securities Commissions’ (IOSCO) World Investor Week, in an effort to help consumers understand the value of financial planning.

During the day, the FSPB and its network of member organisations, representing over 170,000 certified financial planners, will run programmes to promote consumers’ awareness of financial planning. Topics will include debt management, preparing for an unexpected financial emergency, home ownership, building savings, investment planning and preparing for retirement.
Jacqueline Lockie, UK deputy head of financial planning, CISI (pictured), said: “We are extremely pleased to be supporting this important initiative which aims to highlight for consumers globally the life-enhancing benefits which true financial planning can offer.

“This initiative means that on 4 October, financial planning professionals around the world will be united in shining a spotlight on the profession, showing that life’s better with a financial plan.”
CISI will encourage its financial planning members to support the event by sharing articles and blogs, as well as top tips and best practice on social media.

Noel Maye, CEO of FPSB Ltd., said: “FPSB has launched World Financial Planning Day to increase consumers’ level of financial literacy and capability. FPSB and the global community of CFP professionals look forward to the opportunity to partner with IOSCO and securities regulators globally in empowering more consumers to take control of their finances and their futures.”

IOSCO’s World Investor Week is a global campaign running from 2-8 October, designed to raise awareness about the importance of investor education and protection. As part of the initiative, IOSCO has invited securities regulators from six continents to provide programmes and events to promote the value of investor education.

Jose Alexandre Vasco, chair of IOSCO’s committee on retail investors, said: “World Financial Planning Day will raise awareness of financial planning as a global citizenship skill that will help millions of citizens save and invest to improve their financial wellbeing and build a better future.”

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