Many companies backing Monetary Planning Week

Many Monetary Planning companies are participating on this week’s Monetary Planning Week annual marketing campaign to advertise the advantages of Monetary Planning.

The week, organised by CFP skilled physique the CISI, obtained below method yesterday and can run 9 October.

It’s a part of the #10DaysOfFinancialPlanning social media marketing campaign within the 10 days main as much as the week. The hashtag #FPWUK is getting used.

Many UK Monetary Planning companies are organising media campaigns, professional bono drop ins for the general public and selling Monetary Planning to their native communities.

Among the many Monetary Planning and different companies backing the marketing campaign this 12 months are:

Appleton Gerrard

Acumen FP

Steadiness Wealth


Berry & Oak

Claritas Wealth Administration

Cooper Parry Wealth

Moral Futures

Skilled Wealth

Monetary Planning Companions

Gem & Co Monetary Companies

Jane Smith Monetary Planning

Lexington Wealth

Libertas Wealth Administration

Lifetime FM


MH Macintyre Hudson

MHA Caves Wealth

Modulus Monetary Planning

Ovation Finance

Northstar Wealth Administration

PM+M Accountants

Santorini Monetary Planning

Shaw Gibbs

Smith & Pinching

SpringGen Recommendation

Prestwood Fact cashflow modelling software program

Robson Laidler

Thanks Wealth Planning

Uniq Household Wealth

This 12 months’s theme is about “busting myths” about Monetary Planning and inspiring household conversations on funds to assist shoppers to take management of their funds.

Sally Plant, CISI assistant director, Monetary Planning and schooling improvement, stated: “Monetary Planning Week helps increase consciousness concerning the function of certified Monetary Planners in serving to individuals from all walks of life, and all ages – and importantly, not simply the rich – to suppose forward and plan for the long run,” stated Ms Plant.


In tandem with the week, to mark the sixth annual World Monetary Planning Day on Wednesday 5 October, the Denver-based Monetary Planning Requirements Board (FPSB) – the worldwide physique for setting requirements for Licensed Monetary Planners – will host a ‘hearth chat’ in partnership with the Worldwide Group of Securities Commissions (IOSCO).

FPSB chief govt Noel Maye and IOSCO secretary common Martin Moloney will focus on the challenges going through members of the general public as they search to handle funds and plan for the long run and the impression that Monetary Planning can have on shopper wellbeing and resilience.

The FPSB and its community of monetary planning skilled our bodies, representing greater than 203,000 CFP professionals worldwide, will host a collection of programmes and occasions to lift consciousness of the worth of Monetary Planning.

Mr Maye stated: “Given the impacts of an more and more digitalised world, cryptocurrencies, finfluencers, geopolitical conflicts, inflationary developments and lingering uncertainty round Covid, it’s extra necessary than ever that and the worldwide CFP skilled group promote the worth of Monetary Planning and having a plan.”

For extra details about World Monetary Planning Day go to and take a look at the #WFPD2022 conversations on social media channels.

• To view the on-demand FPSB and IOSCO Fireplace Chat on Wednesday 5 October, tune into FPSB social media channels LinkedIn, Fb and Twitter throughout World Monetary Planning Day.