Bringing you live news and features since 2006 

CISI launches updated Wayfinder website

RELATED TOPICS​

The Chartered Institute for Securities & Investment has relaunched its new and improved find a financial planner Wayfinder website www.financialplanning.org.uk

The institute writes that the resource listing allows consumers UK-wide to search for their nearest CERTIFIED FINANCIAL PLANNER (CFP) professional or Accredited Financial Planning FirmTM (AFPF).

Wayfinder www.financialplanning.org.uk now allows CFP professionals to log into the platform with their CISI account details and to update their Profile Manager details directly, the institute says. All CFP professionals therefore now 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 CFP professionals and AFPFs are shown on the Wayfinder website.

The aim of the website is to put consumers in charge of their finances by accessing holistic financial planning from a trusted, qualified CFP professional. 

In addition to the key Find a Planner search function, the platform also examines:

•    What is financial planning?
•    What is the difference between financial planning and financial advice?
•    What is a CFP professional?
•    What is an AFPF?
•    What can a financial planner give guidance on?
•    The six stages of financial planning
•    When should I make a financial plan?

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. 

The CFP certification can only be used by those who have fulfilled rigorous international standards of financial planning by achieving very specific qualifications and requirements. Every CFP professional must commit to high ethical standards, as well as adhere to the CISI’s Code of Conduct, before they can use the internationally recognised CFP certification.  CFP professionals maintain their certification through CPD annually as part of the membership renewals process and every individual listed is automatically maintained by the CISI system, so only those who are current and active CFP professional or Accredited Financial Planning Firms are listed on Wayfinder.

Sally Plant, CISI Head of Financial Planning says: “We are delighted to be launching to the consumer market our improved Wayfinder www.financialplanning.org.uk 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 CFP 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.  Our CFP 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. “

Latest News

Saving and investing app, Moneybox, has doubled the number of ETFs available on the platform, in the light of ‘growing..
Global X ETFs has announced the appointment of Ryan O'Connor as its Chief Executive Officer effective as of April 8, 2024. ..
Value-driven structured credit investing firm, Angel Oak Capital Advisors, LLC, has announced the completed conversions of two of its mutual..
Confidence in the continuing strength of bitcoin and Ethereum is driving wider interest in altcoins and other digital assets, according..

Related Articles

Graham MacKenzie, Toronto Stock Exchange
The evolution of ETFs has been a multi-decade experience for Toronto Stock Exchange says Graham MacKenzie, managing director, Exchange Traded...
Frank Koudelka, State Street Global Services
ETF data provider and ETF Express data partner, Trackinsight, has published its Global ETF Survey 2024 Report: ‘50+ Charts on...
Cryptocurrencies
Matteo Greco, Research Analyst at Fineqia International writes that bitcoin (BTC) ended the week at approximately USD52,150, showing a notable...
US Distribution Awards trophies
The winners of the first US ETF Distribution Awards at the Exchange conference, hosted by ETF Express and sponsored by...
Subscribe to the ETF Express newsletter

Subscribe for access to our weekly newsletter, newsletter archive, updates on the site and exclusive email content.

Marketing by