Live your today.

Whether you need help navigating your financial reality today, or preparing to reach long-term goals, a CERTIFIED FINANCIAL PLANNER professional is there to help. Because even when life is uncertain, you are in control of your financial future.

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.

Video Contest

You could win a chance to meet with a CFP professional, plus US$1,000 to help you plan your tomorrow.

Live Global Panel Event

A look at the Future of Financial Planning: Adapting to a New Normal.

Finding a CFP professional is simple.

Financial planning isn’t just for the wealthy; no matter your level of wealth or phase of life, you can benefit from having a financial plan and working with a CERTIFIED FINANCIAL PLANNER professional.
94%

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.

CFP Board 2020 survey of American CFP professionals

The most popular consultation topics among Japanese financial planning clients:

Life Planning
56%
Financial Asset Planning
54%
Risk Management
31%
Japan Association for Financial Planners (JAFP) 2015 consumer satisfaction survey
25%

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).

FP Canada 2020 ‘Financial Stress Survey’

4 in 5

Australians aged 18 to 39

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.

A CERTIFIED FINANCIAL PLANNER professional can help you adjust in the short-term so you can stay on track with your long-term financial and life goals.

Top COVID-19 related concerns for financial planning clients in South Africa:

Unemployment or Reduced Income
79%
Protecting Assets
51%
Managing Volatility
38%
Managing Debt
36%
Financial Planning Institute of Southern Africa (FPI) 2020 survey of South African CFP professionals

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.

2017 ‘Value of Advice’ report conducted by CoreData on behalf of Sunsuper
0 %
of financial advisors

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.

CFP Board 2019 survey of American financial advisors and consumers

Even when life is unclear, you are in control of your financial plan.

While there are many things that are uncertain, your finances don’t have to be. A CERTIFIED FINANCIAL PLANNER professional can help you secure your financial situation now – and in the future.

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:

Confident
71%
Optimistic
58%
At Ease / Calm
57%
Secure
57%
In Control
49%
Hopeful
40%
CFP Board 2018 ‘CFP Certification Brand Promise Survey’

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

Canadians without a financial planner are twice as likely to say that COVID-19 has significantly impacted their level of financial stress than those with a planner (11% vs. 5%), and younger Canadians (under 35) are more likely to say that the pandemic has impacted their level of financial stress (49%) than those 35 and older (42%).
FP Canada 2020 ‘Financial Stress Survey’

COVID-19 has significantly impacted my financial stress

Without a Financial Planner
11%
With a Financial Planner
5%

COVID-19 has significantly impacted my financial stress

Under 35 Years Old
49%
35 Years and Older
42%

CFP professionals always put your interests first.

Financial planning isn’t just for the wealthy; no matter your level of wealth or phase of life, you can benefit from having a financial plan and working with a CERTIFIED FINANCIAL PLANNER professional.

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

Certified
6.2 years average
Non-Certified
4.6 years average

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%).

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

Happenings

The Latest from FPSB Affiliates
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About World Financial Planning Day

On 7 October, the global financial planning profession will come together for World Financial Planning Day (#WFPD2020) 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 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.

About World Investor Week

World Financial Planning Day is a part of World Investor Week (#WIW2020) which takes place 5–11 October and is sponsored by the International Organization of Securities Commissions. WIW raises awareness about the importance of investor education and protection.

World Investor Week 2020

Press Release: WORLD FINANCIAL PLANNING DAY RETURNS OCTOBER 7

Financial Planning Standards Board Teams With Regulators Worldwide to Raise Awareness of Financial Planning
 
NEW YORK, NY – 20 AUGUST 2020 – Financial Planning Standards Board Ltd. (FPSB) and its global network of affiliate organizations will host the fourth annual World Financial Planning Day on 7 October to raise public awareness of the value of financial planning. The FPSB Network, which represents nearly 190,000 CERTIFIED FINANCIAL PLANNER professionals across 27 territories worldwide, will host a series of programs and events to help consumers improve their financial wellbeing and stay on track in uncertain times.
 

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 2019, there were 188,104 CFP professionals worldwide.

Learn more about us at FPSB.org, or find the FPSB affiliate organization in your country or territory.

Certified Financial Planner

Ready to Learn How Financial Planning Can Help You?

With 190,000 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 #WFPD2020

Have you registered yet?

FPSB is hosting a webinar event on 22 September for the global #CFP professional community on the ins & outs of setting up and running a virtual #financialplanning practice.
Don’t miss out: https://bit.ly/3lX8rLQ

#WFPD2020 #Certifiedfinancialplanner

Whether you need help navigating your financial reality today, or preparing to reach your long-term goals, a #CFP® professional is there to help. https://bit.ly/3jsVrw2 #WFPD2020

Tell us how meeting with a Certified Financial Planner could help you plan your tomorrow. Enter for the chance to win a one-time session with a #CFP + US$1,000 to help you plan your tomorrow.

Submit your video: https://bit.ly/3fAUO0r #WFPD2020 #FPWUK

On 22 September at 05:30 pm IST, FPSB will host a webinar event with Adele Martin, #CFP, to discuss the ins and outs of setting up and running a virtual #financialplanning practice. All CFP professionals are invited to attend.

Register now: https://bit.ly/3lX8rLQ

#WFPD2020

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