WFPD Worldwide Events Global Events FPSB’s network of professional financial planning bodies around the world will host a variety of events and programs to celebrate World Financial Planning Day in October 2023. Be sure to check back often for this year’s activities and events.
The Financial Advice Association Australia (FAAA) is Australia’s leading professional association for financial advisers, and advocates for the interests of financial advisers and their clients across the country. The FAAA was formed in April 2023, from a merger of the Financial Planning Association of Australia Limited (FPA) and the Association of Financial Advisers Limited (AFA). …
Established in 2000, Österreichischer Verband Financial Planners (OVFP) is a nonprofit, professional standards-setting organization supported by the financial services sector in Austria, including banking, insurance and independent financial consultants, as well as the legal profession and academicians.
The mission of Planejar – Associação Brasileira de Planejamento Financeiro is to promote the highest professional and ethical standards in the field of financial planning. A self-regulatory organization, Planejar administers the CFP certification program to meet the growing financial planning needs of the Brazilian marketplace.
FP Canada (formerly Financial Planning Standards Council) is a nonprofit organization that develops, promotes and enforces professional standards in financial planning through CERTIFIED FINANCIAL PLANNER certification. FP Canada is dedicated to driving value and instilling confidence in financial planning. As a standards-setting and certification body, FP Canada ensures CFP professionals and FPSC Level 1® Certificants …
Financial Planning Standards Board China Ltd. (FPSB China) is the marks licensing authority for the CERTIFIED FINANCIAL PLANNER certification program in mainland China. FPSB China also offers the ASSOCIATE FINANCIAL PLANNER, EXECUTIVE FINANCIAL PLANNER and CERTIFIED PRIVATE BANKER certification programs, which are accredited by FPSB.
The Financial Planning Association of Taiwan (FPAT) is a nonprofit organization that was formed, with approval from the Ministry of Internal Affairs, by a group of quasi-government organizations, leading educational institutes in financial services training and education, leading global and local financial services companies and leading financial services industry executives and professionals. FPAT’s goal is …
Affiliate Toolkit WFPD Toolkit From logo files to press release templates, you can access everything you need to promote #WFPD2023 right here. Logo Files, Key Messages & Social Media WFPD 2023 Logo Files Social Media Fireside Chat FPSB CEO Dante De Gori, CFP, and IOSCO Secretary General Martin Moloney address crypto investing: TO BE BROADCASTED …
The mission of the Asociación Colombiana de Planeación Financiera (ACPF) is to unite supporters of financial planning, provide tools that will enable members to reach their professional potential and to benefit consumers looking for competent and ethical professionals who will act with integrity and put clients first. ACPF upholds and supports its mission through its …
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COVID-19 Resources COVID-19 Articles and Resources Guidance from FPSB affiliate organizations to get you through today – and where you want to go tomorrow. FPA Australia Get on Top of Your Finances Post COVID-19 Here we explore the roadmap out of lockdown and what lies ahead for our finances. CFP Board (U.S.A.) Managing Your Finances …
