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.
93% of people
Österreichischer Verband Financial Planners (OVFP) 2018 survey of current clients of Austria-based CFP professionals
CFP professionals rank higher than other financial professionals when it comes to honesty and integrity (57% vs. 47%), understanding their clients' needs and goals (53% vs. 40%) and placing their clients' interests first (51% vs. 38%).
2015 FPSB/GfK global research findings from 19,000 consumers in 19 territories
99% of people
Österreichischer Verband Financial Planners (OVFP) 2018 survey of current clients of Austria-based CFP professionals
CFP professionals in Canada have longer-term relationships with their clients than non-certified financial planners (average of 6.2 years vs. average of 4.6 years).
FP Canada ‘Value of Financial Planning’ study of 15,000 Canadians over a three-year period (2009-2012)
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.
40% of people
Institute of Financial Planners of Hong Kong (IFPHK) ‘Financial Goals and Retirement Planning of Hong Kong-ers’ 2018 survey
The most popular consultation topics among Japanese financial planning clients are 'life planning' (56%), 'financial asset planning' (54%) and 'risk management' (31%).
Japan Association for Financial Planners (JAFP) 2015 consumer satisifaction survey
1 in 4
FPA Australia ‘Live the Dream’ 2017 research report courtesy of www.moneyandlife.com.au/livethedream
19% stick to financial goals
2015 FPSB/GfK global research findings from 19,000 consumers in 19 territories
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.
1 in 5
FPA Australia ‘Live the Dream’ 2017 research report courtesy of www.moneyandlife.com.au/livethedream
60% of Canadians
Leger ‘Awareness and Perceptions of Financial Planners’ 2014 research report
4 in 10
FP Canada 2018 ‘Financial Stress’ survey
80% of people
2017 ‘Value of Advice’ report conducted by CoreData on behalf of Sunsuper
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.
51% of Canadians
FP Canada 2018 ‘Financial Stress’ survey
Canadians who have comprehensive financial plans are more confident than those without plans that they are prepared to deal with the financial challenges and bumps in life (66% vs. 35%).
FP Canada ‘Value of Financial Planning’ study of 15,000 Canadians over a three-year period (2009-2012)
43% of people
2015 FPSB/GfK global research findings from 19,000 consumers in 19 territories
97% of people
Österreichischer Verband Financial Planners (OVFP) 2018 survey of current clients of Austria-based CFP professionals
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.
Explore the wealth of information on this site to learn more, or visit your local FPSB affiliate organization to discover how a CERTIFIED FINANCIAL PLANNER professional can help you achieve your short and long-term goals.
About World Investor Week
World Financial Planning Day is a part of World Investor Week (#WIW) which takes place 30 September – 6 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 Ltd.
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.
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.
What's the formula for living a good life? According to the submissions in the #PlanWell2LiveWell video contest, people around the world have plenty in common when it comes to living in the present while planning for the future. @AustraliaFPA summarizes: https://t.co/Pwn4MOdIy3
RT @PlanSpecialNeed: #PlanSpecialNeeds @PlanSpecialNeed #PlanWell2LiveWell
Even if you appoint a family member or a friend or a relative as a trustee of your trust s/he has a right to be paid!
#autism #cerebralpalsy #DownSyndrome #VisuallyImpaired #Ment…
Watch the Co-founder and CEO of @bigbasket_com , Mr. Hari Menon, our client for over a decade discuss his financial planning journey with our Financial Advisor @SnehaJaggar in our Client Gup-Shup series.
#ClientGupShub #IMMPL #FinancialPlanning #WFPD
https://t.co/C29TfOwhTL