World Financial Planning Day
Financial Planning Standards Board (FPSB) and the global financial planning community of member organizations are pleased to host World Financial Planning Day (#WFPD17) on Wednesday, 4 October during IOSCO’s World Investor Week (#WIW2017).
IOSCO’s World Investor Week is a global campaign from 2-8 October designed to raise awareness about the importance of investor education and protection, and to highlight the investor education and protection initiatives of securities regulators around the world. As part of its global campaign, IOSCO has invited securities regulators from six continents, alone or in partnership with local and international nonprofit groups, to provide programs and events to promote the importance and value of investor education and protection.
FPSB has launched World Financial Planning Day as part of our commitment to support consumers in achieving their financial and life goals and to increase consumers’ level of financial literacy and capability. FPSB and the global community of CFP professionals look forward to the opportunity to partner with IOSCO and securities regulators globally in empowering more consumers to take control of their finances and their futures.
FPSB’s 2015 global consumer research survey found that:
- Just 22 percent of consumers feel strongly confident that they will achieve their financial goals
- Only 17 percent believe strongly in their financial know-how
- 19 percent feel they are successful at sticking to their financial strategies
On World Financial Planning Day, FPSB and its network of member organizations representing a global community of over 170,000 CERTIFIED FINANCIAL PLANNER professionals will provide programs to promote consumer awareness and understanding of financial planning topics including debt management; preparing for an unexpected financial emergency; home ownership; building savings; investment planning; and preparing for retirement.
For details about World Financial Planning Day activities and other consumer education events, visit your territory’s website listed below: