The Financial Planning Club’s Post

🌟It's Financial Planning Week! 🌟 Starting today, it's the perfect opportunity to highlight the value of financial planning and make it more accessible to everyone. The The Chartered Institute for Securities & Investment (The CISI) Wayfinder page is packed with FREE tools and resources to help clients on their financial journey. Whether it’s budgeting, setting goals, or understanding investments, these tools are designed to make a real difference. Calling all financial professioinals. If you only do 1 thing this week, it can have a big impact. Share this page with your clients or on your social channels and help more people take their first steps towards financial clarity. What will you be doing this #FPWeek to support financial planning awareness? #FinancialPlanningWeek #CISI #FinancialWellness #PlanningForTheFuture

This week we excitedly shared the news that Barry was awarded the Tony Sellon 'Good Egg' award at The Financial Planning Conference 2024, hosted by The Chartered Institute for Securities & Investment (The CISI). His contributions to financial planning have spanned over 30 years, and in a recent interview with Citywire he talked about how "the advice profession is not a profession yet". In our latest blog, Barry discusses this statement and his thoughts on the future of financial planning. ➡️ https://lnkd.in/eNB9VWTm #FinancialPlanning #FinancialPlanningProfession #FinancialPlanners

This is such a great blog from Barry, and I agree that whilst the industry has come so far in recent years, we still have further to go. I joined the industry pre-RDR, and I'm so, so pleased with the improvements we've seen post-RDR, but there is still a lot of distrust in the general public about financial planning. And whilst financial planning might not be seen as a profession by the general public, I can assure you that paraplanning is even less well known! I'm sure every paraplanner has had someone stare at them blankly when they've said they are a paraplanner. Whereas I think that the vast majority of people are aware of paralegals, for example, and the role they play in legal firms. If it can be achieved in the legal profession, it can be achieved in our profession. If all firms followed the five steps that Barry lays out in his blog, it would go a long way to building trust with the public, ensuring high standards across the board, and ensuring that new generations see this as a great career option for them. Why not take a read of the blog yourself? You won't regret it. #FinancialPlanning #FinancialPlanningProfession #FinancialPlanners #Paraplanning #Paraplanners

It's National Financial Literacy Month! 💰 This April, let's delve into essential strategies for Investment Management and Financial Planning. Swipe to see 5 key tips to guide you on your wealth journey. Ready to take control of your financial future? Contact our team today to schedule a complimentary consultation with one of our experienced financial advisors 👉 https://lnkd.in/eB7XB4T8 #FinancialLiteracyMonth #SmartInvesting #FinancialPlanning #WealthManagement

Institutional financial literacy creates the perfect environment and means of communication in which an integrated strategic financial planning process can thrive. Read the latest Sustaining Higher Ed blog to learn more. https://lnkd.in/grThKYxn #HigherEd #KaufmanHall #HealthcareManagement #FinancialPlanning

Integrating strategic and financial planning https://lnkd.in/ekhF-XmU #highereducation #highered #highereducationleadership #higheredfinance #higheredstrategy

Wrapping up 2024 with our December newsletter! From key financial insights to year-end planning tips, this edition is packed with everything you need to stay ahead in the world of wealth management. 💼 📩 Click here to read: https://lnkd.in/dVbzuvqy #BovestNewsletter #FinancialManagement #WealthWisdom #YearEndPlanning

It’s Financial Planning Week 💰 Hosted by the Chartered Institute for Securities & Investment (CISI), this annual event is designed to encourage everyone to understand their finances better. It’s also a chance for firms like us to explain what true financial planning is and how it can help you improve your financial wellbeing. That’s why we’ll be sharing informative content all week, including this introductory blog which looks at the week, financial planning at CPW and the future of the profession. Read it here: https://lnkd.in/eF2puXmk And keep ‘em peeled throughout the week for more. #FPWUK #CooperParryWealth #FinancialWellbeing #FinancialPlanning

High achievers deserve a financial strategy that keeps pace. Cogent Strategic Wealth helps you navigate complex decisions and achieve your long-term goals. Don't wait - secure your future today. https://bit.ly/4apWAz4 #FinancialFreedom #StrategicPlanning #WealthManagement #CogentSW

💡 Did you know October is National Financial Planning Month? We're celebrating with a FREE webinar on practical wealth management. Join us on Wednesday, October 16th and explore actionable wealth management tips with our LGT Financial Advisors LLC! ➡️ Find more info and register HERE: https://bit.ly/4gIiel0