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

Fireside Chat

FPSB CEO Dante De Gori, CFP, and IOSCO Secretary General Martin Moloney address crypto investing: TO BE BROADCASTED on worldfpday.org on 4 October. Please email rharrah@fpsb.org to get the recording to broadcast on your social media channels.

Video Segments

Value of Financial Planning

PSA Scripts

Key Messages

Global Press Release (July)

Global Press Release (Sept)

To showcase your territory's WFPD activities Coming Soon!

Proclamation Template

Share Your Activities

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 (Sept)

To showcase global events (recommended for Affiliates who are solely launching media campaigns) Coming soon!

PowerPoint Template

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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