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 2,826 4,344

Standards, certification and education for the global financial planning profession. #WFPD2023 is in October! Live your today, plan your tomorrow.

FPSB
·
April 30th, 12:01 pm 1785278276891525484

Financial planning is the process of developing strategies to manage multiple aspects of your financial situation to help achieve your life goals.

Watch video: https://bit.ly/3A8tjt5

#CFP #financialplanning

Image for the Tweet beginning: Financial planning is the process Twitter feed video.
Reply on Twitter 1785278276891525484 Retweet on Twitter 1785278276891525484 0 Like on Twitter 1785278276891525484 3 Twitter 1785278276891525484
·
April 29th, 6:00 pm 1785006367478059387

Two-thirds of CERTIFIED FINANCIAL PLANNER professionals shared in FPSB’s Future of Financial Planning Practice survey that fintech will help financial planning professionals achieve client outcomes.

Read press release: https://bit.ly/3Fhpdil

#CFP #financialplanning #fintech

Image for the Tweet beginning: Two-thirds of CERTIFIED FINANCIAL PLANNER Twitter feed video.
Reply on Twitter 1785006367478059387 Retweet on Twitter 1785006367478059387 0 Like on Twitter 1785006367478059387 2 Twitter 1785006367478059387
·
April 27th, 1:00 am 1784024731013808298

Now with over 223,700 CFP professionals globally, more people can connect with financial planners who have committed to rigorous standards of practice to build a roadmap to achieve financial well-being.

Learn more: http://bit.ly/2023globalconsumerresearch-financialplanning

#CFP #financialplanning

Image for the Tweet beginning: Now with over 223,700 CFP Twitter feed image.
Reply on Twitter 1784024731013808298 Retweet on Twitter 1784024731013808298 1 Like on Twitter 1784024731013808298 4 Twitter 1784024731013808298
·
April 25th, 9:01 pm 1783602140805509565

FPSB debunks the myth that financial planning is only needed at retirement with the release of its global consumer research.

Learn more about the financial planning myths our research findings debunked: https://bit.ly/2023globalconsumerresearch-financialplanning

#CFP #financialplanning

Image for the Tweet beginning: FPSB debunks the myth that Twitter feed video.
Reply on Twitter 1783602140805509565 Retweet on Twitter 1783602140805509565 0 Like on Twitter 1783602140805509565 2 Twitter 1783602140805509565
FPSB
Financial Planning Standards Board Ltd.

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

Facebook-f Twitter Linkedin-in

Certified Financial Planner

Financial Planning Standards Board Ltd. owns the marks above outside the U.S. and permits qualified individuals to use these marks to indicate that they have met FPSB’s initial and ongoing certification requirements.

© 2024. All Rights Reserved.
Scroll to Top