On 2 October, the global financial planning community will come together for World Financial Planning Day (#WFPD) to help raise awareness of the value of financial planning, of having a financial plan and of working with a competent and ethical financial planner who puts clients’ interests first. Check back regularly to see what WFPD activities are happening around the world.
World Financial Planning Day is a part of World Investor Week (#WIW) which takes place 30 September-4 October and is sponsored by the International Organization of Securities Commissions. WIW raises awareness about the importance of investor education and protection.
Consumers worldwide feel challenges by their finances, but aren’t always sure whom to trust for professional financial planning advice. Financial Planning Standards Board Ltd. (FPSB) establishes, upholds and promotes worldwide professional standards for financial planning to foster public confidence in the profession. FPSB demonstrates its commitment to excellence through its ownership of the international CERTIFIED FINANCIAL PLANNER certification program outside the United States.
The FPSB global network consists of organizations in 27 countries and territories that offer, or are preparing to offer, CERTIFIED FINANCIAL PLANNER certification, the most desired and respected global credential for those seeking to demonstrate their commitment to competent and ethical financial planning practice. At the end of 2018, there were 181,360 CFP professionals worldwide.
Learn more about us at FPSB.org, or find the FPSB affiliate organization in your country/territory.
*2015 FPSB/GfK global research findings, from 19,000 consumers in 19 territories.
The financial planning process can help you reach your goal, no matter what it is.
It’s a myth that financial planning is only for the wealthy. No matter how much money you have, everyone can benefit from having a financial plan and working with a financial planner who puts the client’s interest first.
Get financial advice from a competent and ethical professional. Look for the CFP certification.
Not everyone who calls themselves a financial planner is qualified to do so. Those who earn the CERTIFIED FINANCIAL PLANNER certification meet rigorous education, exam, experience and ethics requirements, and agree to place the interests of their clients first.
The global financial planning community is pleased to present World Financial Planning Day (#WFPD) in partnership with the International Organization of Securities Commissions. Click a territory on the map to find a CERTIFIED FINANCIAL PLANNER professional in that area and learn about the local WFPD events taking place.