On the 3 October, the global financial planning community will come together for World Financial Planning Day (#WFPD). WFPD is a way to move toward the vision of everyone having access to advice from competent and ethical financial planners and resources to plan well to live well. 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 1-7 October and is sponsored by the International Organization of Securities Commissions. WIW raises awareness about the importance of investor education and protection.
Financial Planning Standards Board Ltd. (FPSB) is a global standards-setting body that manages, develops and operates certification, education and related programs for financial planning organizations around the world.
FPSB has 26 nonprofit member organizations that offer, or are preparing to offer, CERTIFIED FINANCIAL PLANNER certification. See where our member organizations are located around the world. The CFP marks identify financial planning professionals who have earned CFP certification and are the only globally recognized marks of professionalism for financial planners.
Learn more about us on FPSB.org.
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.
*2015 FPSB/GfK global research findings, from 19,000 consumers in 19 territories.
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 what local WFPD events are taking place.
Post a short video to be eligible to win $US1,500 to support your financial goals. The short video (no more than 30 seconds) should answer a few simple questions. Upload your video here and you’re entered.
Even if you haven’t found your CFP professional yet, it’s always a good time to develop a financial plan and work toward your goals. We’re giving away $US1,000 to one lucky winner. Make a short video (no more than 30 seconds) answering the question: What does living well mean to you?
Read full contest details.