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Schroders supports new CISI Financial Planning Mentoring Scheme

  • By Georgie Davey
  • News

Schroders is to support the CISI’s Financial Planning Mentoring Scheme by offering an exclusive helpline for the scheme mentees and mentors.

The scheme started on 1 January 2019 and those mentors leading the scheme will be highly regarded professionals possessing the globally recognised Certified Financial Planner designation.

Mentees must be members of both the CISI and its Financial Planning Forum who are looking for help and support to achieve their professional financial planning goals.

Jacqueline Lockie CFPTM Chartered FCSI, CISI Head of Financial Planning, said: “We are delighted that Schroders has wholeheartedly backed this initiative to help us support and grow the financial planning profession for the public benefit.  The list of queries that Schroders can help answer is wide-ranging; from investment dealing, platforms, business consolidation and even human resources-related issues.  By offering to provide those on the mentoring scheme with specialist help that might otherwise be hard or time-consuming to find, Schroders offers a tangible benefit for those taking the time to participate in the scheme and grow the profession.”

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