COVID-19 Resources

COVID-19 Articles and Resources

Guidance from FPSB affiliate organizations to get you through today – and where you want to go tomorrow.

FPA Australia

Get on Top of Your Finances Post COVID-19

Here we explore the roadmap out of lockdown and what lies ahead for our finances.
CFP Board (U.S.A.)

Managing Your Finances During the COVID-19 Crisis

To help you protect and manage your finances during this stressful time. . .
FP Canada

Managing a Small Business During Times of Disruption

Small businesses in Canada are currently facing unprecedented disruption as a result of the COVID-19 pandemic.
FP Canada

Short-Term and Long-Term Planning During a Crisis

“We have to get past whatever is being thrown at us. . ."
FP Australia

Where to Seek Advice During the COVID-19 Crisis

To keep your anxieties about money to a minimum, find out where. . .
CISI (U.K.)

Financial Guide for Consumers and Those Employed

This guide aims to help you think about your finances by highlighting. . .
FPA Australia

How to Protect Your Mental Health During the COVID-19 Pandemic

Once you have a clear picture of your situation, you’ll feel more in control.
FP Canada

Cash Management During a Pandemic

“There are a lot of things that are important for people to be thinking about right now. . ."
CISI (U.K.)

Financial Guide for Self-Employed and Small Businesses

Financial guide for the self-employed and small businesses.

Follow the Global Conversation for #WFPD2020

Financial Planning Standards Board Ltd. Follow 3,119 4,426

Standards, certification and education for the global financial planning profession. #WFPD2025 is on 8 October! Live your today, plan your tomorrow.

FPSB
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June 21st, 2:00 am 1936242700535124352

Financial planning is the process of developing strategies to manage multiple aspects of your financial situation to help achieve your life goals.

Watch video to learn more about the benefits of financial planning: https://bit.ly/3niccNF

#CFP #financialplanning

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June 19th, 7:00 pm 1935774602967322676

Two-thirds of CERTIFIED FINANCIAL PLANNER professionals shared in FPSB’s Future of Financial Planning Practice survey that fintech will help financial planning professionals achieve client outcomes.

Learn more: https://bit.ly/3Fhpdil

#CFP #financialplanning #fintech

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June 18th, 12:01 pm 1935306888612061405

Of the two-thirds of firms that are either already using AI or plan to leverage it within the next 12 months, adoption rates are highest among small or very large firms.

➡️ Read full report on FPSB's Impact of AI on Financial Planning to learn more:
https://bit.ly/FPSBAIGlobalReport
#CFP

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June 17th, 4:30 pm 1935012176076361883

With over 230,000 CFP professionals around the world, more people can connect with financial planners who have committed to high standards of competency, ethics and practice.

Learn how clients of #CFP professionals experience better outcomes: http://bit.ly/2023globalconsumerresearch-financialplanning

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