Amidst UK consumer concern around inflation, interest rates and a potential recession, leading professional body and educational charity the CISI will join the Financial Planning Standards Board Ltd (FPSB) and its global network to support the ninth annual World Financial Planning Day (WFPD), on 8 October 2025.
WFPD aims to raise awareness of the talents, skills and benefits of working with a Certified Financial Planner professional. The CFP mark is the highest global financial planning certification in the UK. A CFP professional can help people to organise their finances to achieve specific life goals, build financial confidence and take control of their financial wellbeing.
WFPD will coincide with the International Organization of Securities Commissions (IOSCO) World Investor Week (WIW) from 6 to 12 October. The CISI in the UK is part of the FPSB network, which represents more than 230,000 CFP professionals worldwide. Certified Financial Planner professionals are committed to rigorous standards of professionalism and to putting clients’ interests first.
Chris Morris, Chartered MCSI, CISI head of financial planning, policy & engagement said: “The CISI is proud to work with FPSB and its global network of organisations to celebrate World Financial Planning Day.
“We are also proud to support IOSCO’s World Investor Week to raise awareness about the importance of financial education and investor protection so individuals and families can achieve their life goals. Our WFPD activities for this year include raising awareness of financial planning by sharing resources across CISI social media channels as well as celebrating the annual initiative in-person at our flagship annual Financial Planning Conference 2025.
“UK consumers who are looking to find out more about financial planning or find a trusted UK CFP professional should visit financialplanning.org.uk.” More information about World Financial Planning Day and World Investor Week is available on worldfpday.org and worldinvestorweek.org and by joining the #WFPD2025 and #IOSCOWIW2025 conversations on social media outlets.
The CISI’s mission is to help members attain, maintain and develop their knowledge and skills and to promote the highest standards of ethics and integrity in the securities and investment profession. Based in the City of London, with origins in the London Stock Exchange, the CISI is a charity with global reach through its representative offices in financial centres such as Colombo, Dubai, Dublin, Glasgow, London, Mumbai and Nairobi.
They work in close cooperation with regulators, firms and other professional bodies worldwide and over 44,000 examinations were taken in 81 countries in the last twelve months. With 54,000 members in over 100 countries the CISI is the professional body which sets examinations and offers qualifications for those working in or looking to establish a career in financial planning, wealth management and capital markets.
