1. What is Financial Planning?
#FPWUK

2. What is Financial Planning Week?
A week, hosted by the CISI, dedicated to improving the nation’s financial fitness.
This campaign aims to raise awareness of how important financial planning is to your life. It's not just for people who have never thought about their finances, it’s for everyone, whatever your situation

3. Craig Palfrey CFPTM Chartered MCSI, Penguin Wealth
“It doesn’t take much to get financially organised. You owe it to yourself to get started on the right track in life. Getting expert advice with the right sign-posting from an expert will save you hours of your time and relieve the weight off your shoulders. There’s a bank of qualified advisers prepared to help you and avoid the ‘Big Mistake’. What are you waiting for? ”
Craig Palfrey CFPTM Chartered MCSI, Penguin Wealth

4. Let’s do financial planning
What is financial planning?
How does it differ from financial advice?
What to do when seeking advice

5. What is financial planning?
Financial Planning is an ongoing process to help you make sensible decisions about money that can help you achieve your goals in life

6. It’s a six step process…
1. Establish your goals
2. Gather data
2. Evaluate your current position
4. Develop a plan
5. Implement your plan
6. Monitor and regularly review

7. Plan your finances for the future you want
What are your goals in life, in short, medium and long term?
Can you prioritise them?
What is the likely cost of those goals and when you need the money?

8. Let’s do some financial planning….
What is important to you financially?
Short, longer term
Do you know how much you spend every month?

9. Questions to think about..
If you knew you had 5 years to live what would you do differently today?
If you knew had 12 months to live what would you do differently today?
If you had less than 12 months to live…?

10. 10 questions to ask when seeking financial advice
What are your qualifications?
What experience do you have?
What services do you offer?
What is your approach to financial planning?
Will you be the only person working with me?
How will I pay for your services?
How much do you typically charge?
How are you regulated?
How often do you review my situation?
Can I have it in writing?

11. It’s your future, your financial plan cisi.org/wayfinder

12. Next steps… Join in the conversation
View tips, resources and guides at cisi.org/wayfinder