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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

#wfpd2020

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March 26th, 7:54 pm 1375536768120983571

As the world goes digital, #Financial Advisors must consider new ways to engage through #virtual options.

Listen as @davidmblanchett discuss relationships amid the #COVID19 pandemic during our #WFPD2020 global panel.

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March 2nd, 2:33 pm 1366758527381954563

Congratulations to all the grand prize winners of our #WFPD2020 Video Contest. This week we’d like to introduce our fifth and final winner Lauren from the United States. https://bit.ly/36yxIGm

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February 23rd, 7:02 pm 1364289507596632069

Congratulations to the third of five grand prize winners of our #WFPD2020 Video Contest. This week we’d like to introduce our next winner Yeeun from the Republic of Korea. https://bit.ly/36yxIGm

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February 16th, 4:08 pm 1361709148623302658

Congratulations to the third of five grand prize winners of our #WFPD2020 Video Contest. This week, watch how a #CFP professional could help Pramudito from Indonesia plan his tomorrow. https://bit.ly/36yxIGm

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