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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.

For Financial Planning Professionals

Future of Financial Planning Practice Survey

Learn how CFP professionals need to adapt to meet evolving client needs.

Share Your Financial Planning Advice

Demonstrate the value of working with a CFP professional by sharing financial planning advice on LinkedIn.

Future of Client Needs and Advice Delivery Event on 6 October

Join thought leaders in financial planning for a look at the future of client needs and advice delivery.

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

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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.

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.

Find a CFP Professional

With FPSB Affiliates around the world, it’s easy to find your match.
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

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 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  and is sponsored by the International Organization of Securities Commissions. WIW raises awareness about the importance of investor education and protection.

 

 

 

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.

Click to view full press release in the FPSB Newsroom.

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.

Click to view full press release in the FPSB Newsroom.

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.                    

Click to view full press release in the FPSB Newsroom

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 2020, there were 192,762 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 192,000 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 #WFPD2021

In observance of #WFPD2021 @FPSBindia
hosted a bell-ringing ceremony @BSE_News & hosted a Fire Side Chat on "Stories from my life and investor protection".

Listen to the recording with Rajesh Krishnamoorthy & Ashu Suyash.https://bit.ly/3FFAB7T

We invite you to demonstrate the value of working with a CFP professional by sharing #financialplanning advice on LinkedIn.

Look at some of the advice that has been shared so far, or post your own & use the #WFPD2021 hashtag! https://bit.ly/3ltPsKz

“Since regulation is not keeping up with innovation, one tool for consumer protection is having an ethical community of financial advisors.” says Director of Investor Protection and Assistance at CVM, José Alexandre Vasco. https://bit.ly/3lkqzkt #wfpd2021 #ioscowiw2021

In FPSB’s Future of Financial Planning Practice survey, 65% of respondents say continuing education and professional development is the most important action to improve their success over the next five years. https://bit.ly/3Fhpdil #wfpd2021 #ioscowiw2021

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