Affiliate Toolkit

WFPD Toolkit

From logo files to press release templates, you can access everything you need to promote #WFPD2024 right here.

Logo Files, Key Messages & Social Media

WFPD 2024 Logo Files

Social Media

WFPD Chief Executive Videos

Video Segments

Value of Financial Planning

Key Messages

Global Press Release (July)

Global Press Release (Oct)

To showcase global WFPD activities

Proclamation Template

Global Consumer Research

Access global assets to help promote findings of the 2023 FPSB Value of Financial Planning

Press Release Affiliate Template (July)

Press Release Template Version 2 (Oct)

To promote your territory's events

Share Your Activities

Articles

Zip

First Meeting Prep

Guidance on preparing for your first meeting with a CFP professional

Zip

Client Bill of Rights

Zip

Take Control of Your Future

Zip

Combat Financial Stress