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Global Events: World Financial Planning Day & World Investor Week

To raise awareness about the value of financial planning and support investor protection, Financial Planning Standards Board Ltd. (FPSB) is hosted its seventh annual World Financial Planning Day on 5 October in partnership with the International Organization of Securities Commissions (IOSCO) World Investor Week (WIW) from 2-8 October.  Joint activities included: Fireside Chat on Investment …

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Pro Bono Financial Planning Advice

Österreichischer Verband Financial Planners (OVFP), FPSB’s Austria Affiliate, will offer pro bono financial planning advice on 4 October, World Financial Planning Day. In addition, OVFP will launch an extensive social media campaign to raise awareness of the value of financial planning through short educational bites on key elements of financial planning, such as transparency, knowledge, …

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Fireside Chat on Investment Trends

Japan Association for Financial Planners (JAFP), FPSB’s Japan Affiliate, will broadcast the Fireside Chat on investment trends featuring FPSB CEO Dante De Gori, CFP, and IOSCO Secretary General Martin Moloney in celebration of World Financial Planning Day. In addition, JAFP will launch an extensive media and social media campaign to raise awareness about the value …

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2023 Financial Stress Index Research Findings

FP Canada, FPSB’s Canada Affiliate, will raise awareness of its findings from its 2023 Financial Stress Index that shares valuable insights into factors causing Canadians financial stress and how CFP professionals and QAFP professionals are helping Canadians improve their financial well-being. View press release. LEARN MORE

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Live your today. Plan your tomorrow.™ This World Financial Planning Day, FPSB and its global network of organizations will present new global consumer research on the value of financial planning and host a variety of financial education events.  Find a CFP Professional Welcome to World Financial Planning Day Hear from FPSB CEO Dante De Gori, …

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Release of Consumer Research Findings

Financial Planning Institute of Southern Africa (FPI), FPSB’s South Africa Affiliate, is proud to celebrate World Financial Planning Day to make financial planning the basis of every South African’s life. During this week, FPI will conduct the FPI MyMoney123 program to build awareness of the value of financial planning, host a financial planning workshop, hold …

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Release of Consumer Research Findings | Webinar

Financial Advice New Zealand (FANZ),  FPSB’s New Zealand Affiliate, will host an online webinar to share local findings of New Zealand’s consumer research on the value of financial planning on 4 October, World Financial Planning Day. Read news article: https://riskinfonz.co.nz/2023/09/28/global-insights-on-financial-planning/ LEARN MORE  

Diversity in the Profession

In celebration of World Financial Planning Day, CFP Board is working to strengthen diversity in the financial planning profession to serve an increasingly diverse client base and launched an extensive media campaign to share the value of being a CFP professional and part of a growing and diverse profession. Read article. In addition, CFP Board …

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High School Visits | WIW Series | Financial Clinics | Live Series

Planejar – Associação Brasileira de Planejamento Financeiro, FPSB’s Brazil Affiliate, will conduct a variety of activities to help raise awareness of the value of financial planning and of working with a competent and ethical financial planner, like a CFP professional. Activities include: CFP professionals to visit seven high schools to help students and young adults …

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Financial Planning Standards Board Ltd.

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