Financial Planning Week Toolkit

From 27 January – 2 February, the 2025 UK Financial Planning Week will take place.

Thank you for supporting this cause, your contribution is extremely important as we continue to push the importance of financial planning and raising public awareness of its life-changing value.

We will continue to add to and update the resources below, and if you have any ideas, please do get in touch with us FPWeek@cisi.org.

Thank you for supporting the UK Financial Planning Week 2026, Monday 26 January - Sunday 1 February 2026.

We greatly appreciate your help to share the many benefits of financial planning, and to help you do this please find a range of assets and collateral below.

As a reminder if you plan to support the week by sharing case studies, guides or articles, please email them to FPWeek@cisi.org, and we will display this on our UK find a planner website, Wayfinder.


General graphics

Add to your webpage, email bulletins or newsletters, linking to Wayfinder, the UK find a financial planner website.

Logos
Financial Planning Week Logo - Black
Financial Planning Week Logo - Green
Financial Planning Week Logo - Purple
Financial Planning Week Logo - White
Email Signature
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Social media

Encourage the general public to start planning their finances by sharing these images on social media during Financial Planning Week using #FPWUK in each post. You can also follow our CISI accounts to reshare any updates:



Social media posts
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Instagram story posts
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Encourage the general public to start planning their finances by sharing these images on social media during Financial Planning Week.





View the Social Media Cheat Sheet for tips Twitter - Follow, Retweet and Tweet using #FinancialPlanningWeek2018
Facebook - Follow, like and share our posts
You can also follow our CISI account for company updates:
Download the below guideline agenda which can be used to guide any complimentary financial planning sessions you do as part of Financial Planning Week! Feel free to download and add notes to the printable edition to tailor it to your style.

FPWeek 2025 Agenda

Printable - FPWeek 2025 Agenda