Professional body and educational charity the Chartered Institute for Securities & Investment (CISI) wants Financial Planning Week 2025 - coming in January - to be an opportunity for Financial Planners to 'give back' to their communities.

The campaign to promote the benefits of Financial Planning will be held between 27 January and 2 February 2025, the CISI said.

Its campaign slogan will be: “Live your today. Plan your tomorrow.”

The CISI said that the slogan symbolises a path to a fulfilling future.

The slogan also aligns with the global Financial Planning Standards Board’s aim to make Financial Planning more globally accessible.

During the week consumers will be able to get free introductory appointments and resources from Certified Financial Planners and other CISI Financial Planning and Paraplanning members.

It is an opportunity for Financial Planners to give back by sharing their expertise with their local communities, the CISI said.

Chris Morris, Chartered MCSI, CISI head of Financial Planning policy & engagement, said: “Not everyone has access to a qualified Financial Planner. This initiative provides an opportunity for the public to get the help and guidance they need.”

Delegates at the CISI Financial Planning Conference in October, where Financial Planning Week was launched, said they would support the campaign, including Brilliance Financial Planning which will take part in the event for the first time.

Susi Taylor, Chartered FCSI, director of Brilliance Financial Planning, said: “What we provide to people as a service can help make a big difference to people’s lives, and Financial Planning Week gets that message out there by encouraging participation in the community and raising awareness about Financial Planning. There’s always potential that we may find a good match in a client as well, so we think it’s a good thing for all parties.”

CISI Financial Planning forum committee member Andrew Elson CFP Chartered FCSI (Financial Planning), managing director at Berry & Oak, said his firm has created a service specifically designed to provide a Financial Planning 101 education for its clients’ adolescent children. He said the initiative received positive feedback from a trial in support of last year’s Financial Planning Week.

Financial Planners can get involved by signing up to support CISI Financial Planning Week in a range of ways including:

• Spreading awareness on social media
• Hosting pro bono consultations
• Sharing press releases with local news outlets
• Speaking at local schools and community centres about financial literacy, or financial planning careers
• Sharing resources, including financial health checklists

The CISI said everyone can download the campaign toolkit, which includes social graphics and a presentation aimed at a younger audience, from the Financial Planning Week Toolkit which will continue to be updated.