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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:

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    Australia

    Financial Planning Association of Australia Ltd. (FPA)

    Website: www.fpa.asn.au

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    Austria

    Österreichischer Verband Financial Planners (OVFP)

    Website: www.cfp.at/

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    Brazil

    Planejar – Associação Brasileira de Planejadores Financeiros

    Website: www.planejar.org.br

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    Canada

    Financial Planning Standards Council (FPSC)

    Website: www.fpsc.ca

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    Chinese Taipei

    Financial Planning Association of Taiwan (FPAT)

    Website: www.fpat.org.tw

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    France

    Association Francaise des Conseils en Gestion de Patrimoine Certifiés (CGPC)

    Website: www.cgpc.fr

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    Hong Kong

    Institute of Financial Planners of Hong Kong Ltd. (IFPHK)

    Website: www.ifphk.org

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    India

    Financial Planning Standards Board India (FPSB India)

    Website: www.fpsbindia.org

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    Israel

    Union of Financial Planners in Israel (UFPI)

    Website: ufpi.co.il

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    People's Republic of China

    Financial Planning Standards Board China Ltd. (Shanghai)

    Website: www.fpsbchina.cn

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    The Netherlands

    Federatie Financieel Planners (Federation of Financial Planners)

    Website: www.ffp.nl

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    Singapore

    Financial Planning Association of Singapore (FPAS)

    Website: www.fpas.org.sg

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    South Africa

    Financial Planning Institute of Southern Africa (FPI)

    Website: www.fpi.co.za

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    Switzerland

    Swiss Financial Planners Organization (SFPO)

    Website: www.sfpo.ch

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    Thailand

    Thai Financial Planners Association (TFPA)

    Website: www.tfpa.or.th

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    United Kingdom

    Chartered Institute for Securities & Investment (CISI)

    Website: www.cisi.org

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