We recognise the need to relate with consumers by helping them understand the basics of financial planning and helping them to overcome their inherent fears and apprehensions caused by the complexities and jargon of our industry.
Faced with mounting debt, rising costs of college, retirement and healthcare, many individuals need advice on how to plan and manage their finances wisely. As millions struggle to find trustworthy information and resources, the role of CERTIFIED FINANCIAL PLANNER® professionals become even more critical. We try to close this gap through resources, advocacy and public education.
To provide the consumer with free financial planning guidance and tools, we collaborate with government, employer groups, public interest organisations and the media on projects that educate consumers about the benefits of financial planning. As well as pro bono programmes, such as: