COVID-19 Resources

COVID-19 Articles and Resources

Guidance from FPSB affiliate organizations to get you through today – and where you want to go tomorrow.

FPA Australia

Get on Top of Your Finances Post COVID-19

Here we explore the roadmap out of lockdown and what lies ahead for our finances.
CFP Board (U.S.A.)

Managing Your Finances During the COVID-19 Crisis

To help you protect and manage your finances during this stressful time. . .
FP Canada

Managing a Small Business During Times of Disruption

Small businesses in Canada are currently facing unprecedented disruption as a result of the COVID-19 pandemic.
FP Canada

Short-Term and Long-Term Planning During a Crisis

“We have to get past whatever is being thrown at us. . ."
FP Australia

Where to Seek Advice During the COVID-19 Crisis

To keep your anxieties about money to a minimum, find out where. . .
CISI (U.K.)

Financial Guide for Consumers and Those Employed

This guide aims to help you think about your finances by highlighting. . .
FPA Australia

How to Protect Your Mental Health During the COVID-19 Pandemic

Once you have a clear picture of your situation, you’ll feel more in control.
FP Canada

Cash Management During a Pandemic

“There are a lot of things that are important for people to be thinking about right now. . ."
CISI (U.K.)

Financial Guide for Self-Employed and Small Businesses

Financial guide for the self-employed and small businesses.

Follow the Global Conversation for #WFPD2020

Financial Planning Standards Board Ltd. Follow 3,346 4,430

Standards, certification and education for the global financial planning profession. #WFPD2025 is on 8 October! Live your today, plan your tomorrow.

FPSB
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July 31st, 11:00 pm 2083326923564802472

World Financial Planning Day is 7 October!

Held as part of IOSCO's World Investor Week, the global campaign encourages people everywhere to see financial planning as a powerful tool for turning hopes into goals, and goals into action.

Learn more at: https://bit.ly/2026WFPD-release

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June 27th, 12:00 pm 2070839742652993875

FPSB has released its Practice Guidance Note on the Use of Artificial Intellgence in Financial Planning to help financial planning professionals use AI responsibly while upholding their ethical and professional obligations.

Read press release: https://bit.ly/PGN-Use-of-AI-in-Finanacial-Planning

#CFP #AI

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June 25th, 7:00 pm 2070220614632087984

FPSB has released its new Practice Guidance Note on the Use of Artificial Intellgence in Financial Planning to help financial planning professionals use AI responsibly while upholding their ethical and professional obligations.

Learn more: https://bit.ly/PGN-Use-of-AI-in-Finanacial-Planning

#CFP #AI

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June 2nd, 1:54 pm 2061808780665311653

We’re pleased to welcome Ramesh Vishwanathan as incoming CEO of FPSB India later this month. We look forward to the impact of his leadership in further advancing financial planning across India through CFP certification.

Read announcement: https://bit.ly/FPSBIndiaCEO

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