The CISI joins financial planning firms globally to celebrate World Financial Planning Day on Wednesday 2 October

By Lora Benson | Sep 27, 2019
For a third year, The Chartered Institute for Securities & Investment (CISI) UK is delighted to be supporting the Financial Planning Standards Board (FPSB) in celebrating World Financial Planning Day (#WFPD), taking place on Wednesday 2 October.


World Financial Planning Day takes place during the International Organization of Securities Commissions’ (IOSCO) World Investor Week (#WIW2019).

The FPSB launched World Financial Planning Day two years ago as part of an ongoing global initiative to increase consumers’ financial literacy, capability, and to help consumers understand how financial planning can add value. Currently, only 17% of consumers agree that they are very knowledgeable about financial matters, and we want to increase the number of consumers who feel this way.

During World Financial Planning Day, FPSB and its network of member organizations representing a global community of over 180,000 CERTIFIED FINANCIAL PLANNER™ (CFP™) professionals will encourage and promote consumer awareness and understanding of financial planning topics including debt management; preparing for an unexpected financial emergency; home ownership; building savings; investment planning; and preparing for retirement.

Jacqueline Lockie CFP™ Chartered FCSI, CISI UK Head of Financial Planning said: "World Financial Planning Day is an important date for financial planners around the world. It is a date where we come together with fellow CFP™ professionals to promote the benefits of financial planning as one voice. Having a financial plan can benefit everyone by helping them see how their investments, pensions and savings can work for them to achieve their personal and financial goals by planning well to live well."

Following on from World Financial Planning Day, Financial Planning Week takes place in the UK from the 7 – 11 October 2019, which continues the aims of World Financial Planning Day. During this week, the CISI encourages consumers nationwide to find a local CFP™, ACCREDITED FINANCIAL PLANNING FIRM™, or qualified Financial Planner for a free hour-long session, view tips and tools, and learn more about how true financial planning can be a life changing experience at

The CISI will be encouraging its financial planning members to support the event on 2 October by:
  • Showing their support for the campaign by sharing financial planning tips and best practice on social media using #WFPD.
  • Following the aims of #WFPD for #FPWUK, commencing this year 7 – 11 October 2019.
The CISI is the mark’s licensing authority for the CFP Professional marks in the United Kingdom, through agreement with FPSB.