Chartered Institute for Securities & Investment  

CISI relaunches its find a financial planner website

CISI relaunches its find a financial planner website

The Chartered Institute for Securities & Investment has relaunched its find a financial planner Wayfinder website.

The website allows UK consumers to search for their nearest certified financial planner professional or accredited financial planning firm (AFPF).

CISI said Wayfinder now allows certified financial planners to log into the platform with their account details and update their profile manager details directly. 

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Individuals have full control over their public profile, which means it is simpler and easier for them to update their information.

This ensures that only active certified financial planning professionals and AFPFs are shown on the website.

CISI said the aim of the website is to put consumers in charge of their finances by accessing holistic financial planning from a qualified professional.

In addition to the key find planner search function, the platform also examines areas such as what is financial planning and the difference between financial planning and financial advice.

The platform also offers consumers tips and tools on improving financial well-being, with resources on budgeting and financial health, saving, investing and family financial planning, home ownership, pensions and retirement planning.

Sally Plant, head of financial planning at CISI, said: “We are delighted to be launching to the consumer market our improved Wayfinder resource. Financial Planning should be part of a healthy living plan, it is as essential as staying physically fit.  

“This new platform will help us to protect and maintain the integrity of the CFPTM certification and provide a better user experience for consumers. It is important for consumers throughout the UK to know that they can access and trust a listing from ourselves, as the not-for-profit, professional body for certified financial planner professionals in the UK.”

Plant added: “Our CFPTM professionals are committed to maintaining accurate information on their profiles and we always encourage consumers to do their own research before committing to a financial planner."

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