Tips & tools

Being aware of your relationship with money is an important first step. You might think you don’t need financial planning services right now, and that’s absolutely fine! So, we’ve collated tips, tools, guides, and articles to help you get started on improving your financial wellbeing.

Financial Planning Week 2025

Every year the financial planning community comes together to encourage everyone to understand their finances better. Hosted by the Chartered Institute for Securities & Investment, we aim to leave people feeling financially empowered, below are a selection of resources you may find useful to explore.

Sign up for a complimentary session

These CERTIFIED FINANCIAL PLANNER™ professionals and CISI Accredited Financial Planning Firms™ are offering a complimentary session in support of Financial Planning Week. Take the first step towards securing your financial future and schedule an introductory session with a supporter below today.

    Other supporters of Financial Planning Week

    These individuals are actively supporting Financial Planning Week in other ways, such as by sharing valuable resources through social media, word of mouth, and other channels. Please note that they may not be CERTIFIED FINANCIAL PLANNER™ professionals; however, we appreciate all their support in spreading the message of financial planning across the nation.

      Useful guides

      The CISI and Wayfinder accepts no responsibility for the information maintained on external pages.