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info@fpsb.org
 

About World Financial Planning Day

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.

About World Investor Week

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.

About Financial Planning Standards Board

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.

KNOWLEDGE

Gain the knowledge you need to make better financial decisions.

You don’t have to leave your opportunity to live well to chance.  Being fully informed about your financial situation and options puts you in control.

Only 32% of consumers have a financial plan.*

*2015 FPSB/GfK global research findings, from 19,000 consumers in 19 territories.

VALUE

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.

CONFIDENCE

Gain confidence that you’re on track with your finances.

Whether you want to manage debt, build savings, buy a house, invest wisely, prepare for an emergency or something else, having a financial plan and working with a CERTIFIED FINANCIAL PLANNER professional can guide you.

TRUST

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.

Find the FPSB Member Organization in Your Territory

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.