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.
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
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.
Press Release: WORLD FINANCIAL PLANNING DAY RETURNS OCTOBER 7
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.
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
Happy to share the tweet from our sister firm regarding their support of the Forces Moneyplan, an initiative aimed at providing FREE confidential financial guidance for members of the Armed Forces. #forcesmoneyplan @ForcesPensions #WFPD2020
We are proud to continue to support #forcesmoneyplan with the @pfsconf with an added focus during World Financial Planning day #WFPD2020
We're celebrating world financial planning! Join us on 10th October to know why even successful investors need financial plans.
#WFPD2020 #financialplanning #personalfinance
#CFP Professionals: You’re invited to FPSB’s live global panel event on 7 Oct. on the “Future of #FinancialPlanning: Adapting to a New Normal.” Hear from industry experts & thought-leaders from around the world –
Register for this free event: https://bit.ly/33POGh0
#WFPD2020
