The Chartered Institute for Securities & Investment (CISI) has called for more Financial Planners to sign up to take part in this year’s Financial Planning Week.

The professional body has called for Financial Planners to join the annual campaign to help highlight the benefits of Financial Planning to consumers and to consider offering one-hour free consultations via video call, phone or in person.

The CISI has also called for Financial Planners to take part in the “Ask a Planner” online forum, where consumers can ask Financial Planners queries about their finances.

The professional body also asked its Financial Planning members to connect with their local radio stations about Financial Planning Week and to provide talks to local schools about the merits of Financial Planning as a career.

Sally Plant, head of Financial Planning at the CISI, said: “Financial Planning Week is the opportunity to empower so many to build their confidence to take control of their financial goals and dreams by making all-important financial decisions, big and small.

“It highlights to consumers the importance of identifying qualified Financial Planners through not-for-profit, professional body directories, thereby obtaining fair and professional financial guidance.

“Our Financial Planning community including our Certified Financial Planners are best placed to share their expertise to support the public in doing so. By offering free personal Financial Planning sessions, the community will be helping people of all ages and incomes to put plans in place for their future.

“Our planners’ are committed to giving their pro bono guidance to all consumers to help convey the true positive benefits of having a financial plan.”

Financial Planning Week will run from 11 to 17 October and Financial Planners who are CISI members can sign up to take part on the CISI website. 

It follows World Financial Planning Day on 6 October, organised by the Financial Planning Standard Board.