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Financial planners publish Covid-19 money guides through CISI

4 May 2020

Certified Financial Planners professionals have produced a series of money guides for the consumer, published by the CISI (Chartered Institute for Securities & Investment).

The CISI said the guides, which contain tips from CISI’s CFPTM membership on managing finances during the current crisis, “have been produced to help all consumers, including those who are employed, self-employed and small business owners financially cope with one of the most difficult periods they are ever likely to navigate for themselves and their families”.

The guides are available free for consumers to download from the CISI Wayfinder website on Cisi.org/c19fp and cisi.org/c19fpbusiness.

The CISI’s Certified Financial Planners are part of a global community of over 186,000 professionals who regularly take part in  pro bono initiatives, including the annual CISI Financial Planning Week, to encourage and promote consumer awareness on financial planning topics including debt management, preparing for an unexpected financial emergency, home ownership, building savings, investment planning and preparing for retirement.

The money guides and accompanying artwork for social media tiles will also be made available as part of the CISI”s UK CFPTM  toolkit and across the global CFPTM community, so that those 186,000 CISI members in 27 countries and territories will be able to share the pro bono guidance with their consumer populations.

Jacqueline Lockie, Chartered FCSI, CISI Head of Financial Planning (pictured) said: “The ethos of CISI’s annual Financial Planning Week is at the core of our Certified Financial Planning profession, with our planners offering free consumer guidance every year so that the life-changing benefits of a financial plan can be shared UK-wide. We hope consumers will find these money guides useful and helpful in terms of managing their personal finances during this worrying time.”

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