Affiliate Toolkit

WFPD Toolkit

From logo files to article templates, you can access everything you need to promote #WFPD2022 right here.

Logo Files, Key Messages & Social Media

World Financial Planning Day

WFPD 2022 Logo Files

Fireside Chat

WIW / WFPD conversation with FPSB CEO Noel Maye and IOSCO Secretary General Martin Moloney - BROADCASTED ON 5 OCTOBER VIA FPSB SOCIAL MEDIA CHANNELS

Global Press Release (Oct)

PowerPoint Template

Share Your Activities

Press Release Template (Aug)

Key Messages

FPSB Chief Executives Video

Features chief executives from across the FPSB Network to promote this year's WFPD

Press Release Template Version 1 (Oct)

Showcase your territory's WFPD activities

PSA Scripts

Proclamation Template

Social Media

Video Segments

Value of Financial Planning

Press Release Template Version 2 (Oct)

Showcases global events (recommended for Affiliates who are solely launching media campaigns)

Promotional Video

Global Press Release (Aug)

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

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