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#PlanWell2LiveWell Video Contest Finalists

See what our 15 finalists had to say about what living well means to them.

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

in Austria who work with a CFP professional rate the fact that their financial planner adheres to a strict codes of ethics as very important or important to them.

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

in Austria who work with a CFP professional fully agree or agree that recommendations from their financial planner are based solely on what is best for them and their specific financial situation.

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

in Hong Kong have admitted to having no financial goals. Possible reasons why: the absence of sound financial knowledge, a personal lack of knowledge or capability in financial planning and a focus on the present without an eye toward the future.

 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

Australians believe they are definitely or mostly ‘living the dream.’ In addition to possessing strong personal habits and dreams for the future, those who are living the dream make their financial decisions in consultation with others: they are nearly three times more likely to seek advice from a financial planner when making financial decisions (24% vs. 9% of those not living the dream), and nearly half are currently receiving or have received advice from a financial planner (45% vs. 22% of those not living the dream).

FPA Australia ‘Live the Dream’ 2017 research report courtesy of www.moneyandlife.com.au/livethedream

19% stick to financial goals

People around the world say they face challenges when it comes to achieving their financial and life goals – only 19% feel successful at sticking to their financial strategies.

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

Australians say that poor financial planning is one of their biggest financial regrets in life so far.

 FPA Australia ‘Live the Dream’ 2017 research report courtesy of www.moneyandlife.com.au/livethedream

60% of Canadians

feel they do not have the necessary knowledge to adequately plan their financial future.

Leger ‘Awareness and Perceptions of Financial Planners’ 2014 research report

4 in 10

Canadians rank money as their greatest stress.

FP Canada 2018 ‘Financial Stress’ survey

80% of people

in Australia currently advised by a financial planner believe the advice received has given them more confidence in making financial decisions.

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

are embarrassed about lacking control over their financial situation.

 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

who work with a CFP professional strongly agree that they are confident they will achieve their financial life goals (vs. 31% of those working with any professional and just 15% not working with a professional).

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

97% of people

in Austria who work with a CFP professional are very optimistic or optimistic about the outlook of their financial future.

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