S10:E9 - Financial Planning Week Special
Episode description
In this week's #YourFinancialPlanningMaestro #podcast we talk to Tracy Vegro, CEO of Chartered Institute for Securities and Investment and Carly Dunningham CFP, Director of Financial Planning at Verso Wealth management and chair of the CISI FP Forum Committee about this month's finance initiative to offer free advice and help to the public.
Listen now to find out:
1. What is Financial Planning Week and how the public can benefit.
2. How you can seek free advice from CFP professionals - there's no catch!
3. How to sign up to get advice and what to think about before the meeting.
4. What CFP professionals in the UK can do to help.
This episode is to help get the message out to the public about Financial Planning Week and also a call to action for CFP professionals to sign up to help.
Sign up here for the free advice surgeries and get unbiased help with your finances.
For more podcasts or to sign up for one of our popular courses for financial professionals, go to: LockieConsultants.com (https://www.lockieconsultants.com/)
#CFP #CertifiedFinancialPlanner #CISI #FPWUK