COVID-19 Resources

Articles and Resources

Guidance from FPSB affiliates on financial planning, COVID-19 and how you can live your today and plan your tomorrow.

Access WFPD Toolkit to promote World Financial Planning Day, the value of financial planning and the value of working with a CFP professional.

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Guidance to prepare for your first meeting with a CFP professional
Understanding your rights in your financial planning relationship
FPA Australia
Here we explore the roadmap out of lockdown and what lies ahead for our finances.
FP Canada
Small businesses in Canada are currently facing unprecedented disruption as a result of the COVID-19 pandemic.
Steps you can take to improve your financial well-being
FP Canada
“We have to get past whatever is being thrown at us. . ."
CISI (U.K.)
This guide aims to help you think about your finances by highlighting. . .
How to reduce stress and make a plan to get your finances back on track
FP Canada
“There are a lot of things that are important for people to be thinking about right now. . ."
CISI (U.K.)
Financial guide for the self-employed and small businesses.

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October 14th, 9:43 am 1580856741105143809

Renu Maheshwari, CFP, in association with the regional societies in the state of Tamil Nadu, Kerala and Pondicherry organised a grand finale to the ‘World Financial Planning Week’ in the town of Erode on October 9, 2022. Titled “Securing Your Family, Financially”.

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October 13th, 1:33 pm 1580552429279793152

World Financial Planning Day 2022
Rahul Agarwal, CFP conducts a seminar with the employees of Square Insurance, Jaipur.

#WFPD2022 #IOSCOWIW2022 #fpsb #cfp #financialplanning #financialliteracy #financialadvisor #personalfinance

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