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COVID-19 Resources

COVID-19 Resources

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

Guidance on preparing 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.
CFP Board (U.S.A.)
To help you protect and manage your finances during this stressful time. . .
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. . ."
FP Australia
To keep your anxieties about money to a minimum, find out where. . .
CISI (U.K.)
This guide aims to help you think about your finances by highlighting. . .
How to reduce stress and stay on track
FPA Australia
Once you have a clear picture of your situation, you’ll feel more in control.
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 #WFPD2020

#wfpd2021

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October 22nd, 5:55 pm 1451608048183779332

In observance of #WFPD2021 @FPSBindia
hosted a bell-ringing ceremony @BSE_News & hosted a Fire Side Chat on "Stories from my life and investor protection".

Listen to the recording with Rajesh Krishnamoorthy & Ashu Suyash.https://bit.ly/3FFAB7T

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October 20th, 7:15 pm 1450903424615305217

We invite you to demonstrate the value of working with a CFP professional by sharing #financialplanning advice on LinkedIn.

Look at some of the advice that has been shared so far, or post your own & use the #WFPD2021 hashtag! https://bit.ly/3ltPsKz

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October 19th, 3:01 pm 1450477283442139142

“Since regulation is not keeping up with innovation, one tool for consumer protection is having an ethical community of financial advisors.” says Director of Investor Protection and Assistance at CVM, José Alexandre Vasco. https://bit.ly/3lkqzkt #wfpd2021 #ioscowiw2021

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October 17th, 5:05 pm 1449783525226520582

In FPSB’s Future of Financial Planning Practice survey, 65% of respondents say continuing education and professional development is the most important action to improve their success over the next five years. https://bit.ly/3Fhpdil #wfpd2021 #ioscowiw2021

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