Affiliate Toolkit

World Financial Planning Day Toolkit

From logos to social media suggestions and press release templates, you can access everything you need to promote your local campaign right here.

Logo Files, Key Messages & Social Media

WFPD 2025 Logo Files

WFPD CFP Professional Videos

Press Release Template (July)

Video Segments

Value of Financial Planning

Key Messages

Social Media

Global Press Release (Oct)

To showcase global WFPD activities Under EMBARGO until it is released on 1 October 2025

Proclamation Template

Global Consumer Research

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

Global Press Release (July)

Press Release Template (Oct)

To promote your territory's events

Share Your Activities

Please complete by 29 August

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

FPSB
Financial Planning Standards Board Ltd.

Phone: +1-720-407-1914
Fax: +1-720-407-1921
info@fpsb.org

Facebook-f Twitter Linkedin-in

Certified Financial Planner

Financial Planning Standards Board Ltd. owns the marks above outside the U.S. and permits qualified individuals to use these marks to indicate that they have met FPSB’s initial and ongoing certification requirements.

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