COVID-19 Resources

COVID-19 Resources

Guidance from FPSB affiliates on financial planning, COVID-19 and how you can live your today and plan your tomorrow.

Guidance on preparing for your first meeting with a CFP professional
Understanding your rights in your financial planning relationship
FPA Australia
Here we explore the roadmap out of lockdown and what lies ahead for our finances.
CFP Board (U.S.A.)
To help you protect and manage your finances during this stressful time. . .
FP Canada
Small businesses in Canada are currently facing unprecedented disruption as a result of the COVID-19 pandemic.
Steps you can take to improve your financial well-being
FP Canada
“We have to get past whatever is being thrown at us. . ."
FP Australia
To keep your anxieties about money to a minimum, find out where. . .
CISI (U.K.)
This guide aims to help you think about your finances by highlighting. . .
How to reduce stress and stay on track
FPA Australia
Once you have a clear picture of your situation, you’ll feel more in control.
FP Canada
“There are a lot of things that are important for people to be thinking about right now. . ."
CISI (U.K.)
Financial guide for the self-employed and small businesses.

Follow the Global Conversation for #WFPD2020

Financial Planning Standards Board Ltd. Follow 3,347 4,420

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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October 7th, 3:00 pm 2107848551346721178

🌍 New global research released on World Financial Planning Day explores artificial intelligence’s growing role in financial planning.

Explore the full findings from more than 8,000 financial planners across 37 territories: https://fpsb.org/impact-of-ai-on-financial-planning-global-research/

#CFP #financialplanning

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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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