Press Release  Monday, Sep 10, 2018

Financial Planning Standards Board Launches World Financial Planning Day 2018

DENVER, CO – 10 SEPTEMBER 2018 – On Wednesday, 3 October, Financial Planning Standards Board Ltd. (FPSB) and the network of certification and professional bodies representing more than 175,000 CERTIFIED FINANCIAL PLANNER professionals worldwide will partner with the International Organization of Securities Commissions (IOSCO) to promote financial literacy and capability through World Financial Planning Day 2018 (#WFPD). Leading up to and during #WFPD, the FPSB network will provide programs and events to promote consumer awareness and understanding of the value of financial planning, covering topics, including debt management, financial emergency preparation, home ownership, saving, investment planning and retirement.

FPSB launched #WFPD in 2017 as part of the global financial planning community’s commitment to increase levels of consumers’ financial literacy and capability, and to promote how financial planning can help the public to take control of their finances, thereby increasing their confidence and helping them stay on track with their financial and life goals.

#WFPD takes place during IOSCO’s World Investor Week (#WIW2018), which is designed to raise awareness about the importance of investor education and protection.

“World Investor Week and World Financial Planning Day are opportunities to highlight the value of investor education and the work being done by securities regulators and others to increase investor financial literacy,” said Chair of IOSCO´s Committee on Retail Investors José Alexandre Vasco. “World Financial Planning Day supports that goal by raising awareness of financial planning as a way for people to take control of their lives and plan for life goals.”

“FPSB and the global financial planning community are pleased to join IOSCO for the second year in supporting efforts to raise the level of financial literacy and financial capability among members of the public globally,” said FPSB Ltd. CEO Noel Maye. “Through World Financial Planning Day, the FPSB network and thousands of CFP professionals around the world help raise awareness of the value of financial planning, of having a financial plan, and of working with a competent and ethical financial planner who puts client’s interests first.”

Follow FPSB’s Facebook and Twitter accounts and visit worldfpday.org to learn more about #WFPD and the programs and events that the FPSB network and global financial planning community are offering.

About Financial Planning Standards Board

FPSB benefits the global community by establishing, upholding and promoting worldwide professional standards in financial planning. FPSB demonstrates its commitment to excellence with the marks of professional distinction – CFP, CERTIFIED FINANCIAL PLANNER and  – which it owns outside the United States. FPSB has a nonprofit member organization in the following 26 territories: Australia, Austria, Brazil, Canada, Chinese Taipei, Colombia, France, Germany, Hong Kong, India, Indonesia, Ireland, Israel, Japan, Malaysia, New Zealand, the Netherlands, the People’s Republic of China, the Republic of Korea, Singapore, South Africa, Switzerland, Thailand, Turkey, the United Kingdom and the United States.