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.

Access here
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

lightacumen avatar; Light Acumen @lightacumen ·
5 Oct 1842481851815825820

Communication is key in any relationship. Have a financial talk with your significant other #betteryou #betterus #financialfreedom #love #lightacumen #wfpd2024

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lightacumen avatar; Light Acumen @lightacumen ·
4 Oct 1842104392574517459

Spread the love by making sure that your loved ones are appreciated, protected, and provided for while you’re still alive #financialeducation #betteryou #wealthieryou #lightacumen #wfpd2024

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FPSB avatar; Financial Planning Standards Board Ltd. @FPSB ·
3 Oct 1841961607087137254

More than 223,700 #CFP professionals worldwide can help you develop a holistic financial plan to reach your life goals.

Learn more about financial education activities taking place around the world. Read press release: https://bit.ly/2024WFPDactivities

#WFPD2024 #IOSCOWIW2024

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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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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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