FPI of Southern Africa (FPI), FPSB’s South Africa Affiliate, is proud to announce Financial Planning Week (FPW) 2022, an ongoing annual consumer initiative organized by the FPI to make financial planning the basis of every South African’s life. The objective is to promote Financial Planning for All During this week, both World Investor Week, sponsored …
Financial Planning Week and Consumer Events | 3-7 October Read More »
Financial Advice New Zealand (FANZ), FPSB’s New Zealand Affiliate, has a dedicated webpage to demonstrate the value of financial advice that includes research on those who have received financial advice, articles, and a directory to help New Zealanders find a financial planner. FANZ will also launch an extensive social media campaign to raise awareness of …
CFP Board will host its 5th Annual Diversity Summit on 27 October. The in-person event will focus on actionable solutions to advance diversity in financial planning. The theme of this year’s summit is IMPACT – Advancing DEI in the Financial Planning Profession. The event will also feature a Virtual Diversity Career Fair on 28 October …
Diversity Summit and Virtual Career Fair | 27-28 Oct Read More »
Planejar – Associação Brasileira de Planejamento Financeiro, FPSB’s Brazil Affiliate, will host live, virtual consumer events on financial planning and investment topics from 3-7 October as follows: 3 October at 6:00 p.m.: Conscious Investment in Fixed Income 4 October at 6:00 p.m.: Conscious Investment in Equities with a Fundamental Analysis 5 October at 6:00 p.m.: …
Federatie Financieel Planners (FFP), FPSB’s Affiliate in the Netherlands, will host Plan je toekomst; Leef vandaag from 3-7 October and publish financial planning blog articles for consumers and professionals. LEARN MORE
FPSB Indonesia will host the sixth annual World Financial Planning Day (WFPD) in conjunction with the FPSB Indonesia in-person annual gathering on Wednesday, 5th October at Jakarta Design Center Jakarta. FPSB Indonesia aims to raise awareness of the value of financial planning during WFPD as part of the International Organization of Securities Commissions (IOSCO) World …
WFPD 2022 Ceremony & Virtual Consumer Events | 5 – 9 October Read More »
The Institute of Financial Planners Hong Kong (IFPHK) Planejar, FPSB’s Hong Kong Affiliate, will host a live virtual event, “Legacy Planning for Business, Families and Individuals” on 5 October from 1:00 – 2:00 p.m. (HKT). The panel discussion aims to provide Hong Kong consumers with practical tips on legacy building. The webinar will be hosted …
Social Media Promotions Guidelines & Resources Tags Add to your social media posts The official hashtag of WFPD2022 is: #WFPD2022 The official hashtag of IOSCO2022 is: #IOSCOWIW2022 Use popular hashtags that are trending on social media channels like #financialplanning #CFP Direct followers to the World Financial Planning Day microsite at worldfpday.org Mentions Add to your …
Social Media Promotions for World Financial Planning Day Read More »
FPSB China, FPSB’s China Affiliate, will host in-person and virtual consumer events and launch an extensive social media campaign to raise awareness of the value of financial planning, of having a financial plan, and of working with a financial planner who has committed to competency and ethical standards, like a CFP professional. In addition, FPSB …
Japan Association for Financial Planners (JAFP), FPSB’s Japan Affiliate, will launch an extensive media and social media campaign to raise awareness about the value of financial planning, of having a financial plan, and of working with a financial planner who has committed to competency and ethical standards, like a CFP professional. Learn More
