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

Financial Planning Standards Board Ltd. Follow 2,934 4,392

Standards, certification and education for the global financial planning profession. #WFPD2024 is on 9 October! Live your today, plan your tomorrow.

FPSB
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October 3rd, 10:00 pm 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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October 2nd, 7:00 pm 1841553959414104375

FPSB and its global network are pleased to be celebrating World Financial Planning Day on 9 October.

Read press release to learn about activities taking place to raise awareness of the value of #financialplanning: https://bit.ly/2024WFPDactivities

#WFPD2024 #IOSCOWIW2024 #CFP

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October 1st, 12:02 pm 1841086250368843804

FPSB is pleased to be celebrating World Financial Planning Day in partnership with IOSCO’s World Investor Week on 9 October.

Hear from IOSCO Acting Secretary General Tajinder Singh on how #financialplanning can help.

View video: https://youtu.be/nenZvMCIh9c

#WFPD2024 #CFP

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September 30th, 4:52 pm 1840796948204306595

Now with over 223,700 CFP professionals globally, more people can connect with financial planners who have committed to rigorous standards of practice to build a roadmap to achieve financial well-being.

Learn more: http://bit.ly/2023globalconsumerresearch-financialplanning

#CFP #financialplanning

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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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