The Chartered Institute for Securities & Funding – the skilled physique for Licensed Monetary Planners – has urged the UK’s rising Monetary Planning group to throw its weight behind the 2022 Monetary Planning Week marketing campaign which takes place in October. 

The week will happen from 3-9 October and is an annual marketing campaign by the career to boost consciousness amongst customers of the worth of long-term Monetary Planning.

In earlier years planners have organized professional bono drop ins, despatched out press releases, stepped up social media posts and engaged with native media to unfold the phrase.

The CISI says that with the price of dwelling hovering and rising rates of interest, Monetary Planning is extra related than ever.

This yr’s marketing campaign theme is about “busting myths” about Monetary Planning and inspiring household conversations on funds. The goal is to assist customers to take management of their funds. 

In earlier years, the marketing campaign has inspired Monetary Planners to supply pro-bono steering. The CISI says that whereas this stays a spotlight, the primary goal this yr is to encourage customers to discover a skilled, certified Monetary Planner to assist them “take management of their funds.” 

Efforts can be targeted on driving folks to the “new and improved” ‘Discover a Monetary Planner’ Wayfinder web site www.financialplanning.cisi.org. The useful resource itemizing permits customers to seek for their nearest Licensed Monetary Planner or Accredited Monetary Planning Agency. It additionally affords instruments and suggestions.

A social media consciousness marketing campaign will happen within the 10 days resulting in Monetary Planning Week – #10DaysOfFinancialPlanning. This can spotlight key developments Monetary Planners are seeing in 2022 and establish their recommendation. 

The CISI is urging Monetary Planners to share the advantages of Monetary Planning by posting to #FPWUK, interacting with the #10DaysOfFinancialPlanning social media consciousness hashtag and sending in suggestions, instruments or guides to This e mail handle is being protected against spambots. You want JavaScript enabled to view it.. 

Shows may even be shared with CISI Monetary Planners on monetary literacy, in order that the message may be delivered in colleges. 

The CISI 2022 Monetary Planning Week #FPWUK this yr contains World Monetary Planning Day on 5 October, organised by IOSCO (Worldwide Organisation of Securities Fee) as a part of World Investor Week.

Sally Plant, CISI assistant director, Monetary Planning and training improvement, mentioned: “It has by no means been extra essential to get the message out – that monetary literacy is a crucial device for all times, and Monetary Planning is an important a part of wellbeing and psychological health.

“Monetary Planning Week helps elevate consciousness in regards to the function of certified Monetary Planners in serving to folks from all walks of life, and all ages – and importantly, not simply the rich – to suppose forward and plan for the long run.”

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