This World Financial Planning Day, FPSB and its global network of organizations will host a variety of events and activities to help individuals realize the wide-ranging benefits of financial planning.
Welcome to World Financial Planning Day
Hear from FPSB CEO Dante De Gori, CFP, on this year's World Financial Planning Day.
Research on the 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.
FPSB and its global network to celebrate World Financial Planning Day to raise awareness about the value of financial planning
DENVER, COLO – 10 July 2024 –As the cost of living continues to be a top financial concern for people around the world, Financial Planning Standards Board Ltd. (FPSB) and its global network of organizations are pleased to announce the eighth annual World Financial Planning Day (WFPD)will be on 9 October to raise awareness about the wide-ranging benefits of financial planning and of working with a financial planner who has committed to rigorous standards of professionalism and to putting clients’ interests first. World Financial Planning Day will coincide with theInternational Organization of Securities Commissions (IOSCO) World Investor Week (WIW) from 7 to 13 October.
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 2023, there were 223,770 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 223,700 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 #WFPD2024
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Mark your calendars! World Financial Planning Day is on 9 October.
Discover the wide-ranging benefits of #financialplanning and how those who work with a financial planning professional are better off.
Visit https://worldfpday.org/ to learn more.
#CFP #WFPD2024 #IOSCOWIW2024
The eighth annual World Financial Planning Day is on 9 October!
Join in our celebration to discover how financial planning can help you build a brighter and more prosperous future.
Learn more: https://bit.ly/worldfpday-release
#WFPD2024 #CFP #financialplanning
The eighth annual World Financial Planning Day is on 9 October!
Join in our celebration to discover how financial planning can help you build a brighter and more prosperous future.
Learn more: https://bit.ly/worldfpday-release
#WFPD2024 #CFP #financialplanning