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 3,346 4,443

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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July 31st, 11:00 pm 2083326923564802472

World Financial Planning Day is 7 October!

Held as part of IOSCO's World Investor Week, the global campaign encourages people everywhere to see financial planning as a powerful tool for turning hopes into goals, and goals into action.

Learn more at: https://bit.ly/2026WFPD-release

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June 27th, 12:00 pm 2070839742652993875

FPSB has released its Practice Guidance Note on the Use of Artificial Intellgence in Financial Planning to help financial planning professionals use AI responsibly while upholding their ethical and professional obligations.

Read press release: https://bit.ly/PGN-Use-of-AI-in-Finanacial-Planning

#CFP #AI

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June 25th, 7:00 pm 2070220614632087984

FPSB has released its new Practice Guidance Note on the Use of Artificial Intellgence in Financial Planning to help financial planning professionals use AI responsibly while upholding their ethical and professional obligations.

Learn more: https://bit.ly/PGN-Use-of-AI-in-Finanacial-Planning

#CFP #AI

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June 2nd, 1:54 pm 2061808780665311653

We’re pleased to welcome Ramesh Vishwanathan as incoming CEO of FPSB India later this month. We look forward to the impact of his leadership in further advancing financial planning across India through CFP certification.

Read announcement: https://bit.ly/FPSBIndiaCEO

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Financial Planning Standards Board Ltd.

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