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BSE Bell Ringing Ceremony | Financial Education Event

In observance of World Financial Planning Day, FPSB India in association with the Bombay Stock Exchange of India (BSE India) will participate in the bell-ringing ceremony on 4 October and host an in-person event titled, “Commitment, Engagement & Evolution”. This event will  feature distinguished participants including renowned CFP professionals, AMC representatives, mutual fund distributors, academics …

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Release of Consumer Research Findings | Pro Bono Financial Planning | Video Contest

FPSB Korea, FPSB’s Republic of Korea Affiliate, is hosting a Contents Contest that invites consumers and  financial planning professionals to submit a video on the theme, “Live your today. Plan your tomorrow.” Video submissions will be accepted until 15 September. FPSB Korea will select four prize winners on 4 October, World Financial Planning Day.  Read …

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Release of Consumer Research Findings

Financial Advice Association Australia (FAAA) , FPSB’s Australia Affiliate, will promote the value of financial planning and share findings from its Value of Financial Planning Consumer Research  via its website, social media and media. LEARN MORE  

Financial Planning Week | Release of Research Findings

The Chartered Institute for Securities & Investment, FPSB’s United Kingdom Affiliate, hosts UK Financial Planning Week each year to celebrate financial planning and the many benefits it can bring. UK Financial Planning Week raises public awareness of financial planning and gives the financial planning community an opportunity to share case studies, articles, videos and more …

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World Investor Week Forum | Release of Consumer Research Findings | Fireside Chat

Financial Planning Association of Taiwan (FPAT), FPSB’s Chinese Taipei Affiliate, will host the  The World Investor Week (WIW) Forum, organized by FPAT and in partnership with nine public associations. The event is a five-day forum (2-6 October) that will feature more than 20 speakers and experts from various fields and regions, who will share their …

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Plan Your Tomorrow Video Winners

“PLAN YOUR TOMORROW” VIDEO CONTEST WINNERS https://www.youtube.com/watch?v=owPn9A3b4Schttps://www.youtube.com/watch?v=owPn9A3b4Schttps://www.youtube.com/watch?v=owPn9A3b4Schttps://www.youtube.com/watch?v=owPn9A3b4Schttps://www.youtube.com/watch?v=owPn9A3b4Sc

Video Winners

“PLAN YOUR TOMORROW” VIDEO CONTEST​ Grand Prize Winners Congratulations to the individuals below and THANK YOU to all who entered this year’s contest! Eva Chinese Taipei Ben United States Pramudito Indonesia Lauren United States Yeeun Republic of Korea

Release of Consumer Findings |Pro Bono Financial Planning Advice

Financial Planning Association of Malaysia (FPAM), FPSB’s Malaysian Affiliate, is providing consumers virtual one-one-one, free financial planning consultations with financial planners in partnership with the Securities Commissions in Malaysia. In addition, FPAM will share local findings from its Value of Financial Planning Consumer Research to show the powerful impact financial planning has on those in …

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COVID-19 Resources

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 …

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Articles & Resources

COVID-19 Resources Articles and Resources Guidance from FPSB affiliates on financial planning, COVID-19 and how you can live your today and plan your tomorrow. Access WFPD Toolkit to promote World Financial Planning Day, the value of financial planning and the value of working with a CFP professional. Learn More Guidance to prepare for your first meeting …

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