Telephone: 1-720-407-1914
info@fpsb.org
 

About World Financial Planning Day

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.

About World Investor Week

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.

About Financial Planning Standards Board

People worldwide feel challenged 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.

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 Affiliate 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 about the local WFPD events taking place.