1. Personal Finance Education Case Study Nick Cann ACIB, CFP Chief Executive Institute of Financial Planning

2. First FP Week in the UK Well established in USA and Australia Aimed at the general public Objective is to raise awareness of Financial Planning in the UK and to encourage consumers to take action Sponsored by NS&I, JP Morgan, Defaqto, and supported by Morningstar Financial Planning Week

3. The Website www.financialplanningweek.org.uk

4. Key Successes of FP Week Excellent coverage in Mail on Sunday, Investors Chronicle, Moneywise, Money Observer, etc. Sponsors: NS&I, Defaqto, JPMorgan Support from Morningstar Support from key B2B Press Excellent radio coverage Events run by members Major consumer survey - YouGov & NS&I Daily Poll Regional press releases 15,000 page views on website

5. FP Week: What people are saying.. I can't think of a more appropriate time to get people to think about their finances. Financial Planning Week is a truly splendid idea. Jeff Prestridge, Editor, Financial Mail on Sunday“” It is time the industry took the lead in helping UK consumers get to grips with their financial futures so hats off to the IFP and everyone else involved in Financial Planning Week. We at Professional Adviser will be supporting your campaign all the way. Rob Kingsbury, Editor, Professional Adviser“” Developing competent and ethical financial planners is only one side of the equation, we need empowered clients to make financial planning work. Congratulations to the IFP for its leadership role in educating Britons about financial matters and the importance of having a plan for achieving life and financial goals. Noel Maye, CEO, the International Financial Planning Standards Board, USA“”

6. Make a Difference Generic campaign to raise awareness of Financial Planning amongst consumers Major consumer Financial Planning survey engaged to test attitudes and gauge activity National PR campaign already underway – TV, Radio and Press Sponsorship opportunities exploited IFP member engagement – IFP/branches co-ordinating consumer events, media engagement and case studies to support PR

7. www.financialplanningweek.org.uk - dedicated website for consumer tips and guidance www.financialplanningweek.org.uk Daily themes - :Lifestyle focus Daily Poll – consumers engaged on key themes during the week Message board – consumers can post their Financial Planning questions to CFP professionals Seminar package (including powerpoint) produced by IFP for members use Make a Difference