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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 will be available in August.

Coming Soon
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

FPSB avatar; Financial Planning Standards Board Ltd. @FPSB ·
20 Jul 1814450366215238018

Mark your calendars! World Financial Planning Day is on 9 October.

Discover the wide-ranging benefits of #financialplanning and how those who work with a financial planning professional are better off.

Visit https://worldfpday.org/ to learn more.

#CFP #WFPD2024 #IOSCOWIW2024

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FPSB avatar; Financial Planning Standards Board Ltd. @FPSB ·
15 Jul 1812834922802905296

The eighth annual World Financial Planning Day is on 9 October!

Join in our celebration to discover how financial planning can help you build a brighter and more prosperous future.

Learn more: https://bit.ly/worldfpday-release

#WFPD2024 #CFP #financialplanning

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FPSB avatar; Financial Planning Standards Board Ltd. @FPSB ·
11 Jul 1811441814378827913

The eighth annual World Financial Planning Day is on 9 October!

Join in our celebration to discover how financial planning can help you build a brighter and more prosperous future.

Learn more: https://bit.ly/worldfpday-release

#WFPD2024 #CFP #financialplanning

Reply on Twitter 1811441814378827913 Retweet on Twitter 1811441814378827913 0 Like on Twitter 1811441814378827913 3 Twitter 1811441814378827913
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FPSB
Financial Planning Standards Board Ltd.

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

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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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