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info@capitalsurplanning.com

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Financial Planning

"Tell me something and I’ll forget it; show me something and I’ll remember it; involve me in something and I’ll learn it"

Chinese proverb

Our vision

  • To promote high-quality personal financial education.
  • Promoting financial planning
  • To provide citizens with useful tools to help them manage their personal assets.
  • To assist citizens in their dealings with financial intermediaries

Our Objectives

  • To provide financial education based on technical quality standards.
  • To promote financial literacy through our YOWELFARE programme, which serves as a guide enabling citizens to draw up and implement their “Personal Financial Plan”.
  • To adapt to each citizen’s personal circumstances by providing a bespoke solution.

Welcome to CS Financial Planning

CS Financial Planning It is a company dedicated to providing and promoting high-quality financial education for the public, as well as financial planning. We provide the public with the tools and knowledge they need to make informed and strategic financial decisions.

Financial education is key to long-term financial well-being, which is why we are fully committed to providing sound and accessible training for everyone.

We are a company that stands out from the rest because our educators are certified professionals, and we make a written commitment to our clients to use tools and processes that comply with the technical quality standards for financial education* and personal financial planning**.

* UNI 11.402 on financial education for citizens. 
** ISO 22.222 on personal financial planning.