ADVICE FROM CFP PROFESSIONALS

To celebrate World Financial Planning Day, CFP professionals around the world are sharing financial planning advice on LinkedIn. Take a look at some of the advice that has been shared so far, post your own advice, include the #WFPD2021 hashtag, and be sure to nominate your colleagues to do the same!

Financial Planning Standards Board Ltd. Follow 3,312 4,454

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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March 12th, 9:00 pm 2032200082032939152

According to our global research on the impact of AI on financial planning, 78% of financial planning professionals believe AI will help them better serve clients.

đź“Š Read the full report: https://bit.ly/FPSBAIGlobalReport

#CFP #financialplanning

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March 11th, 8:12 pm 2031825509240164535

Global Money Week is just around the corner, 16-22 March!

We’re proud to be part of this global initiative that empowers young people with the financial knowledge and skills they need.

Join us to support financial literacy for the next generation.
đź”— http://globalmoneyweek.org

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March 10th, 3:01 pm 2031384997957874120

“Consistently applied global standards work to instill confidence in the benefits of financial planning, for consumers, governments, regulators and professionals,” says FPSB CEO Dante De Gori, CFP.

Learn more: http://bit.ly/financialplanningstandards

#CFP #financialplanning

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March 9th, 12:00 pm 2030976986110177475

It all begins with a plan!

With more than 230,000 CERTIFIED FINANCIAL PLANNER professionals from around the world, find a financial planner who can help you reach your financial goals: https://bit.ly/FindaCFPprofessional

#CFP #financialplanning

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FPSB
Financial Planning Standards Board Ltd.

Phone: +1-720-407-1914
Fax: +1-720-407-1921
info@fpsb.org

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