Thursday, Sep 24, 2020

Financial Planning Standards Board Hosts Live Global Panel Event on World Financial Planning Day

October 7 Panel Event Explores Impact of COVID-19 on the Future of Financial Planning

NEW YORK, NY ­­— 24 SEPTEMBER 2020 ­­— Together with its global network of affiliate organizations, Financial Planning Standards Board Ltd. (FPSB), the standards-setting body for the global financial planning profession and owner of the international CERTIFIED FINANCIAL PLANNER certification program outside the United States, will host a live global panel event for financial planning professionals on World Financial Planning Day (#WFPD2020), Wednesday, October 7. Now in its fourth year, World Financial Planning Day was established to raise public awareness of the value of financial planning through programs and events across 27 countries and territories worldwide. Registration for the free global panel event is now open.

“We are living in a time of great uncertainty, and the need for competent and ethical financial planning professionals has never been greater than it is today,” said J.D. McCartney, chief communications officer at FPSB. “Client needs have evolved in the wake of a global pandemic, and we look forward to sharing insights from leading practitioners, regulators and researchers into how the profession can improve financial literacy and demonstrate the value of financial planning for all.”

Noel Maye, CEO of FPSB, will host the Future of Financial Planning: Adapting to a New Normal, airing live on YouTube and Facebook at 10 a.m. Eastern (14:00 UTC) and featuring two 50-minute panel discussions:

  • COVID-19 and the Financial Planning Profession: Disruptor, Catalyst or Both?
    Moderated by Gerhardt Meyer, CFP, FPSB Board chairperson, South Africa

    • Panelists:
      • David Blanchett, Ph.D., CFP, CFA, head of retirement research for Morningstar Investment Management LLC, USA
      • Ian Pickford, CFP, head of financial planning and wealth management at Mazars UK
      • José Alexandre Cavalcanti Vasco, director, Office of Investor Protection and Assistance, Comissão de Valores Mobiliários, Brazil
  • Delivering from a Distance: Serving Client Needs in a Global Pandemic
    Moderated by Ana Cláudia Akie Utumi, CFP, FPSB Board member, Brazil

    • Panelists:
      • Julie Littlechild, founder and CEO, Absolute Engagement, Canada
      • Hansi Mehrotra, CFA, founder of The Money Hans, India
      • Christopher Tan, CFP, CEO of Providend Ltd. and executive director of MoneyOwl Pte Ltd., Singapore

World Financial Planning Day is part of World Investor Week (#WIW2020), which takes place 5-11 October and is sponsored by the International Organization of Securities Commissions. WIW raises awareness about the importance of investor education and protection. For more information on World Financial Planning Day activities around the world, visit

About FPSB

FPSB manages, develops and operates certification, education and related programs to benefit 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 CFP Logo Mark – which it owns outside the United States. FPSB and the FPSB global network administer CFP and other certification programs in the following 27 territories: Australia, Austria, Brazil, Canada, Chinese Taipei, Colombia, France, Germany, Hong Kong, India, Indonesia, Ireland, Israel, Japan, Malaysia, the Netherlands, New Zealand, People’s Republic of China, Peru, Republic of Korea, Singapore, South Africa, Switzerland, Thailand, Turkey, the United Kingdom and the United States. At the end of 2019, there were 188,104 CFP professionals worldwide. For more, visit


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