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.

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#wfpd2022

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October 14th, 9:43 am 1580856741105143809

Renu Maheshwari, CFP, in association with the regional societies in the state of Tamil Nadu, Kerala and Pondicherry organised a grand finale to the ‘World Financial Planning Week’ in the town of Erode on October 9, 2022. Titled “Securing Your Family, Financially”.

#wfpd2022

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October 13th, 1:33 pm 1580552429279793152

World Financial Planning Day 2022
Rahul Agarwal, CFP conducts a seminar with the employees of Square Insurance, Jaipur.

#WFPD2022 #IOSCOWIW2022 #fpsb #cfp #financialplanning #financialliteracy #financialadvisor #personalfinance

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