World Financial Planning Day Event
WORLD FINANCIAL PLANNING DAY EVENT
Search Results for:
Virtual Events & Financial Planning Advice | 5-7 October
Planejar – Associação Brasileira de Planejamento Financeiro, FPSB’s Brazil Affiliate, will host the following live, virtual events to observe World Financial Planning Day. 5 October at 18:00h UTC: Risky Investments and Cryptoactives: How to Avoid Scams and Frauds moderated by Viviane Ferreira, CFP®, and featuring panelists Gustavo Cunha, CFP®, member of Comissão de Valores Mobiliários …
Virtual Events & Financial Planning Advice | 5-7 October Read More »
Advice From CFP Professionals
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!
Bombay Stock Exchange Bell Ringing Ceremony & Global Panel Event
In observance of World Financial Planning Day, the Bombay Stock Exchange (BSE) will host a bell-ringing ceremony on 6 October, 2021. In addition, FPSB India will host a global panel event titled, “Sound Advice.” Join Swarup Mohanty, CEO of Mirae Asset Investment Managers; Radhika Gupta, MD & CEO of Edelweiss AMC; Ajit Menon, CEO of …
Bombay Stock Exchange Bell Ringing Ceremony & Global Panel Event Read More »
Future of Client Needs & Advice Delivery | September
Financial Planning Standards Board China Ltd. (Shanghai), FPSB’s People’s Republic of China Affiliate, will host a virtual event on the Future of Client Needs & Advice Delivery at the end of September. In addition, consumer and professional articles, blogs and brochures will be shared to raise awareness on the value of financial planning and CFP …
Future of Client Needs & Advice Delivery | September Read More »
Facebook Contest | September
The Institute of Financial Planners of Hong Kong Ltd. (IFPHK), FPSB’s Hong Kong Affiliate, will share insights from IFPHK’s chairman/vice-chairman on the importance of financial planning in a short video. In addition, a Facebook contest will invite members of the public to share their personal stories or reflections on financial mistakes in mid-to-late September. The …
CFP Certification Awareness Campaign
Financial Advice New Zealand, FPSB’s New Zealand Affiliate, will publish consumer and professional articles, blogs and brochures to raise awareness on the value of financial planning and CFP certification. LEARN MORE
Virtual Events | 6 October
The Financial Planning Association of Singapore, FPSB’s Singapore Affiliate, will host two hybrid events (physical and virtual), including: 6 October at 2:00h UTC /10:00 a.m. (Singapore time): “The Future of Financial Planning Practice“: Come and meet thought leaders in the financial planning profession to find out opportunities available and hear their views on staying relevant …
Financial Planning Week | 4-9 October
The FPA Australia, FPSB’s Australia Affiliate, will celebrate its 21st annual Financial Planning Week in Australia from 4-9 October. The following materials will be launched during Financial Planning Week: New research: FPA Australia will launch Money & Life Tracker: Freedom edition. The report will provide a snapshot of the money and life issues Australians are …
25 Year Anniversary Campaign
Federatie Financieel Planners (Federation of Financial Planners), FPSB’s Netherland Affiliate, will be celebrating World Financial Planning Day by executing various activities including publishing consumer and professional podcasts, articles, blogs and brochures in honor of its 25th anniversary. The anniversary year will close with FFP Congress on December 9. Podcast # 1: About money and living …