This World Financial Planning Day, FPSB and its global network of organizations will present new global consumer research on the value of financial planning and host a variety of financial education events. Come back here on 4 October to learn more about the wide-ranging benefits financial planning can bring.
Welcome to World Financial Planning Day
Hear from FPSB CEO Dante De Gori, CFP, on this year's World Financial Planning Day.
FPSB Value of Financial Planning Global Consumer Research
Access research findings that show the benefits of financial planning and the value of working with a financial planner from a global consumer study commissioned by FPSB.
Fireside Chat: Investing Trends
Hear from FPSB CEO Dante De Gori, CFP, and IOSCO Secretary General Martin Moloney to get regulator insights on crypto investing and how those in the financial planning community can help protect consumers.
Plan Your Tomorrow
Video Contest
How could professional financial advice help you plan your tomorrow? Tell us in 30 seconds or less for the chance to be matched with a local CFP professional, and receive US$1,000.
Find a CFP Professional
With affiliates around the world, one is sure to be close to you.
“Plan Your Tomorrow” Video Contest
Enter for the chance to win US $1,000.
Find a CFP Professional
With affiliates around the world, one is sure to be close to you.
Feeling Stressed Financially?
Here are five ways to combat financial stress during these uncertain times.
Find a CFP Professional
With FPSB Affiliates around the world, it's easy to find your match
Social Media
Help us demonstrate the value of being a CFP professional
Live Global Panel Event
A look at the future of client needs and advice delivery
Finding a CFP professional is simple.
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94% of CFP professionals
agree that Americans with a financial plan are more likely to make progress toward their goals, even during these uncertain times.
The most popular consultation topics among Japanese financial planning clients:
25% of Canadians
who work with a financial planner rank money as their main stressor (compared to 39% of Canadians who do not work with a financial planner).
4 in 5
would like to receive the gift of time with a financial planner who could create a plan for achieving their money and life goals, and provide peace of mind that their finances are in order.
In times of uncertainty, a CFP professional can adjust your financial plan to meet your unique needs.
Top COVID-19 related concerns for financial planning clients in South Africa:
90% of Malaysian consumers
list their top three financial planning priorities as building an emergency fund; supporting their dependents; and preparing for their ideal retirement.
Financial Planning Association of Malaysia (FPAM) 2019 ‘The Value of Financial Planning: Consumer Financial Planning & Awareness of CFP Certification 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.
provide some form of cash flow management for their clients, with over half (53%) including it in their client’s plan at least very often.
Even when life is unclear, you are in control of your financial plan.
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 Austrian CFP professionals
When working with a CFP professional, consumers reported feeling:
45% of Hong Kong consumers
who work with a CFP professional strongly agree that they are confident they will achieve their financial goals (vs. 27% of those working with any professional and just 10% not working with a professional).
Institute of Financial Planners of Hong Kong (IFPHK) 2015 consumer survey
COVID-19 has significantly impacted my financial stress
COVID-19 has significantly impacted my financial stress
CFP professionals always put your interests 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 Austrian CFP professionals
99% of people
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 Austrian CFP professionals
CFP professionals in Canada have longer-term relationships with their clients than non-certified financial planners
FP Canada 2012 ‘Value of Financial Planning’ study of 15,000 Canadians over a three-year period
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%).
Happenings
About World Financial Planning Day
Each year, the global financial planning profession will comes together for World Financial Planning Day to help raise awareness of the value of financial planning, having a financial plan, and working with a financial planner who has committed to standards of competency and ethics and putting clients’ interests first.
Explore this site to learn more, and visit an FPSB Affiliate near you to discover how a CERTIFIED FINANCIAL PLANNER professional can help you live your today and plan your tomorrow.
Read press release.
About World Investor Week
World Financial Planning Day is a part of World Investor Week and is sponsored by the International Organization of Securities Commissions. WIW raises awareness about the importance of investor education and protection.
Learn more about World Investor Week global events.
Read press release.
Press Release: Fifth Annual World Financial Planning Day Promotes Financial Wellbeing For All on 6 October
Financial Planning Standards Board and global CFP professional community join IOSCO during World Investor Week to promote value of financial planning.
DENVER, CO – 18 August 2021 – Financial Planning Standards Board Ltd. (FPSB) and its global network are pleased to host the fifth annual World Financial Planning Day (WFPD) on Wednesday, 6 October as part of the International Organization of Securities Commissions (IOSCO) World Investor Week. Representing more than 192,000 CERTIFIED FINANCIAL PLANNER professionals across 27 countries and territories worldwide, the FPSB Network has planned a variety of programs and events to raise awareness of the value of financial planning, of having a financial plan and of working with a competent and ethical financial planner.
World FInancial Planning Day Returns To Celebrate the Value of Financial Planning
DENVER, CO – 9 August 2023 – With many parts of the world experiencing economic strain and rising costs of living, Financial Planning Standards Board Ltd. (FPSB) and its global network of organizations will host its seventh annual World Financial Planning Day (WFPD) on 4 October 2023 to coincide with the International Organization of Securities Commissions (IOSCO) World Investor Week (WIW) from 2 to 8 October 2023.
FPSB, Global CFP Professional Community Promote Value of Financial Planning During 6th World Financial Planning Day
Financial Planning Standards Board Joins International Organization of Securities Commissions to Raise Awareness of, Promote Financial Literacy During IOSCO’s World Investor Week
DENVER, CO – 23 August 2022 – Financial Planning Standards Board Ltd. (FPSB), the standards-setting body for the global financial planning profession and owner of the CERTIFIED FINANCIAL PLANNER certification program outside the United States, and its global network of organizations will host the sixth annual World Financial Planning Day on 5 October, in partnership with IOSCO’s World Investor Week, which runs from 3-9 October.
Press Release: Fifth Annual World Financial Planning Day is Wednesday
Financial Planning Standards Board Promotes Value of Financial Planning on October 6th During IOSCO’s World Investor Week
NEW YORK, NY – 4 October 2021 – Financial Planning Standards Board Ltd. (FPSB) and its global network will unite on 6 October for the fifth annual World Financial Planning Day (WFPD) to raise awareness of the value of financial planning, of having a financial plan and of working with a competent and ethical financial planner. Representing nearly 200,000 CERTIFIED FINANCIAL PLANNER professionals worldwide, the FPSB Network will host a series of programs and events on and after World Financial Planning Day as part of the International Organization of Securities Commissions (IOSCO) World Investor Week.
Press Release: Financial Planning Practice in Future Will Be More Innovative, More Human and More in Demand, According to Global CFP Professionals
FPSB Research Shows Global Financial Planning Community Optimistic About Profession’s Future, Committed to Professionalism and Eager to Promote Value of Holistic Financial Planning
NEW YORK, NY – 3 October 2021 – Financial Planning Standards Board Ltd. (FPSB), owner of the international CERTIFIED FINANCIAL PLANNER certification program outside the United States, has released the results of its Future of Financial Planning Practice research, a survey of 4,250 CERTIFIED FINANCIAL PLANNER professionals across 23 territories, conducted in partnership with the global FPSB Network. The survey was carried out as a complement to FPSB’s Global Job Analysis, a landmark study on the current practice of financial planning, and captures CFP professionals’ view on trends likely to affect financial advice delivery in the next five years.
About Financial Planning Standards Board Ltd.
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 2022, there were 213,002 CFP professionals worldwide.
Learn more about us at FPSB.org, or find the FPSB affiliate organization in your country or territory.
Ready to Learn How Financial Planning Can Help You?
With more than 203,000 CERTIFIED FINANCIAL PLANNER professionals worldwide, it’s easy to find your match. Visit the FPSB affiliate organization in your country or territory to find a competent and ethical CFP professional near you.
Follow the Global Conversation for #WFPD2023
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Am 4. Oktober findet der World Financial Planning Day statt! 🗒️ Im Nachgang veranstalten wir gemeinsam mit dem @FPSB eine spannende Webinar-Reihe mit verschiedenen Themen rund um Finanzplanung. 🤝 Hier der 2-minütige Trailer 🪢⬇️⬇️⬇️ #WFPD2023
https://www.youtube.com/watch?v=1neKgVWrPc8&t=1s
World Financial Planning Day on Oct 4th is coming up. There are many benefits of planning your finances, but the most important area a financial planner can help you with is avoiding costly financial mistakes.
#WFPD2023 #IOSCOWIW2023
@IOSCOWIW
"We're excited to release FPSB's new global consumer research findings on 4 October, World Financial Planning Day, to show that financial planning can play a key role in reducing financial stress and worries," said FPSB CEO Dante De Gori, CFP. https://bit.ly/newresearchonworldfinancialplanningday
#WFPD2023