COVID-19 Resources

Articles and Resources

Financial planning guidance to help you can live your today and plan your tomorrow.

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

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.

Follow the Global Conversation for #WFPD2023

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