IFP logo Choice of the professional practitioner

21 August 2008
Home - Consumers / Financial Planning Week for Consumers


CFP®, CERTIFIED FINANCIAL PLANNER(cm) and [CFP trademark]

are certification marks owned outside the U.S. by Financial Planning Standards Board Ltd. Institute of Financial Planning is the marks licensing authority for the CFP marks in the United Kingdom, through agreement with FPSB.

Financial Planning Week 8 – 14 September 2008

Learn how to Make a Difference to your finances

Introduction

Recent research from Scottish Widows shows that we’d rather talk about sex and health than money.

One in three adults – or around 12.4 million people – refuse to plan their finances at all, and those that do find the time to review them set aside a miserly five minutes a week.

Around 15 per cent of 18 to 24- year-olds think an individual savings account (ISA) is an iPod accessory, and one in ten reckon it's an energy drink.

With rising personal debt levels in Britain, and a lack of long-term savings, better money management and Financial Planning is essential. The Institute of Financial Planning (IFP) is an independent organisation established in 1986 to focus entirely on the practice of Financial Planning.

IFP is coordinating this new initiative which aims to alert everyone to the importance of Financial Planning to their lives, and to help them in different ways during the week to take more control of their financial future.

What is Financial Planning Week?

If you are one of the 12.4 million people in the UK who have not yet discovered the benefits of getting financially “fit”, use this week to kick start your future!

For those of you who are more used to planning your finances, there will be plenty of opportunity this week to find out if you are on the right track, and to give you some new ideas and opportunities to plan more effectively in future. 
 
The IFP will be coordinating a media campaign so that the press, radio and TV can help to raise awareness of the most important issues. A Financial Planning Week website will provide invaluable help and guidance across the key planning areas. It will also provide links to the large range of excellent tools, information and guides that exist elsewhere on the web.

Across the UK IFP members will be giving seminars and talks FREE of charge available for the public to attend. No product pushes or sales pitches - the events are designed to provide simple  guidance on the sometimes baffling world of Financial Planning.

Ideal if:
  • You have little or no financial plans in place;
  • Want your hard-earned income to work harder for you in the long term;  
  • You have made some plans but not sure if you are on the right track;
  • Have something big to save for in the future. Wedding? University fees? Baby on the way? Or even just to budget for an annual holiday
  • You are worrying about how you can afford to retire.
Whatever your situation may be, putting some simple financial plans in place and making some smart decisions to help achieve your goals and dreams in life is the first step towards really taking control.  

FAQ's

1) Who are the Institute of Financial Planning?

2) Why are the IFP doing this ?

3) How can it be impartial ?

4) Who are the regional Financial Planning sessions open to ?

5) Who run these events ?

6) How can I find out whats going on in my area ?

7) Any other sources of information I can refer to ?

8) Cant wait until 8th September ?

9) Any other questions ?

10) Want to be notified when the Financial Planning Week website launches ?

 

1) Who are the Institute of Financial Planning?

2) Why are the IFP doing this?

The IFP’s mission is ‘To build and maintain the profession of Financial Planning for the benefit of consumers in the UK.’

Creating a Financial Planning Week can drive our efforts into one week to give Financial Planning the spotlight and the importance it deserves

Plus, in the recent economic climate, we feel there is no better time to get the message out, that everyday people with everyday lives can Make A Difference to their finances.

3) How can it be impartial?

The IFP are a not-for-profit organisation. We are funded by our members in the form of membership fees and we also have a number of sponsors that support us.

The IFP promote Financial Planning and provide a register of CERTIFIED FINANCIAL PLANNERcm professionals for consumers. The IFP and CERTIFIED FINANCIAL PLANNERcm professionals do not promote or sell financial products like a savings account or retirement plan.

What we promote is Financial Planning, a process that involves the bigger picture – long term goals and your life as a whole, as opposed being product and commission driven.

4) Who are the regional Financial Planning sessions open to?

The sessions are open to all members of the public. From Milkmen to Managing Directors, by having seminars that provide simple, generic but helpful guidance makes Financial Planning Week seminars applicable to all. As this is the first ever Financial Planning Week, there may not be an event in your area this year but do let us know if you think it would be useful to have one next year.

5) Who runs these events?

Institute of Financial Planning and its nationwide network of Members volunteer their time to organise, run and speak at these events across the UK.

6) How can I find out what’s going on in my area?

All information on what’s happening near you, will be on our new exciting website due to launch in September. If you wish to be notified when the site is launched, fill in the form below (we won’t spam you).

7) Any other sources of information I can refer to?

Again our Financial Planning Week website that will be launched in September we will also have tools and calculators, links to other helpful sources and tips on which way to turn next. If you fill in the below form(we won’t spam you), you can be notified of its launch.

8) Can’t wait until 8 September?

Do you need professional help with your finances now? Visit http://www.financialplanning.org.uk/consumers/cfp_search.cfm and search for a CERTIFIED FINANCIAL PLANNERcm professional – THE symbol of global excellence in Financial Planning

Any other questions?

If you have any questions about Financial Planning Week then do drop us a line at: FPWeek@financialplanning.org.uk  

Want to be notified when the Financial Planning Week website launches?

Simply fill in the box below and we can notify you when the site launches (it will be early September 2008)

 

Keep me informed
First Name
Surname
Email

MEMBERS OF THE PRESS

If you are a member of the press with a media enquiry, please contact us at FPWeek@financialplanning.org.uk or call: 0117 945 2470

Download the Financial Planning Week Media Pack

SUPPORTERS FOR FINANCIAL PLANNING WEEK

If your organisation is interested in getting involved in Financial Planning Week and becoming a sponsor please contact us at FPWeek@financialplanning.org.uk or call: 0117 945 2470

Contact us | Jargon buster | FAQs | Sitemap
Institute of Financial Planning Limited
Registered in England: Whitefriars Centre, Lewins Mead, Bristol BS1 2NT
Registered number: 2109630, VAT Number: 489201333