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.
Welcome to World Financial Planning Day
Hear from FPSB CEO Dante De Gori, CFP, on this year's World Financial Planning Day.
New Research o Value of Financial Planning
Learn about the benefits of financial planning and the value of working with a financial planner from a global consumer study commissioned by FPSB.
Fireside Chat: Investment 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.
FPSB® Value of Financial Planning Index ™ measures the impact of financial planning on the lives of clients, with scores ranging from 0 to 100.
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Experience a higher quality of life:
Greater financial confidence:
More satisfied with their financial situation:
Better experience with the financial planning process:
A financial plan can help you take control of your finances and achieve your goals.
Improved financial wellbeing and peace of mind
Better financial decision-making confidence
Feel more satisfied with their wealth
Help to explain and simplify financial matters
Saves time and effort organizing finances
Better off in many aspects of life…
A global consumer study commissioned by FPSB and conducted by an independent research firm found that people who work with a professional financial planner are better off in many aspects of their life.
79% agree financial planning helps fulfill dreams
73% feel they cope better when faced with health issues
51% say financial planning positively impacted their family life
51% report financial planning positively impacted their mental health
Financial planning for the next generation
Gen Y are proving to be highly engaged with their finances and are open to the value financial planning can bring, according to a global consumer study commissioned by FPSB and conducted by an independent research firm.
53% have or expect to come into an inheritance or major financial support in coming years
62% likely to start receiving this within the next 10 years, with 80% estimating this to be above US$50K
67% of unadvised Gen Y would consider paying for financial advice
34% have never engaged with a financial planner but would consider it, with 50% of those looking to start within the next 3 years, and 85% within the next 10 years
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.
New Research on the Value of Financial Planning To Be Released This World Financial Planning Day
DENVER, CO – 26 September 2023 – In today’s world, the ability to manage your finances to achieve a comfortable lifestyle and handle the rising cost of living are common goals. To raise awareness about how financial planning can help individuals and families achieve this, Financial Planning Standards Board Ltd. (FPSB) is pleased to host the seventh annual World Financial Planning Day in partnership 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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FPSB CEO Dante De Gori, CFP, participated in IOSCO's World Investor Week webinar on Crypto-Assets.
Hear what retail investors need to know and what regulators and educators have learned to better educate investors.
View on-demand: https://vimeo.com/871506238/88f2701983
#WFPD2023 @ioscowiw