Press Release  Tuesday, Oct 06, 2020

World Financial Planning Day Is Tomorrow

Financial Planning Standards Board Marks Annual Event With Live Global Panel and Activities Worldwide

NEW YORK, NY – 6 OCTOBER 2020 – Financial Planning Standards Board Ltd. (FPSB) and its global network of affiliate organizations will unite tomorrow, 7 October, for the fourth annual World Financial Planning Day to raise awareness of the value of financial planning. The FPSB Network, which represents nearly 190,000 CERTIFIED FINANCIAL PLANNER professionals across 27 territories worldwide, will host a series of programs and events on and after World Financial Planning Day to help consumers improve their financial wellbeing and stay on track in uncertain times.

“As people around the world continue dealing with a global pandemic, the financial planning community is focused on raising awareness of the value of having a financial plan and of working with a competent and ethical CFP professional to stay on course,” said Noel Maye, CEO of FPSB. “Especially this year, we want to convey how financial planning can help you make near-term adjustments in the context of a long-term plan to help you live your today and plan your tomorrow.”

For the fourth year, FPSB has partnered with the International Organization of Securities Commissions (IOSCO) to host World Financial Planning Day during World Investor Week, a global campaign designed to raise awareness about the importance of financial literacy and investor education. “We are pleased to partner with FPSB to highlight the importance of financial wellbeing and to boost financial literacy around the world, “said José Alexandre Vasco, Chair of IOSCO’s Committee on Retail Investors. “By recognizing financial planning as a global citizenship skill, World Financial Planning Day has the potential to help millions get on the right track and improve their futures.”

To kick off World Financial Planning Day, FPSB will host a global live event for financial planning professionals on the Future of Financial Planning: Adapting to a New Normal, tomorrow at 14:00h UTC. The free event will feature panelists discussing topics such as adapting to meet changing client needs, managing virtual client relationships and the impacts, challenges and opportunities the pandemic has created for establishing financial planning as a global profession. More details, including the lineup of panelists, topics and registration, are available on the event website.

Other activities around the world hosted by FPSB Network Affiliates include:

  • Australia: FPA Australia hosts its Financial Planning Week from 5-11 October, kicking off with national research conducted by FPA Australia to explore the financial wellbeing of Australians six months into the global pandemic.
  • Austria: Country-wide pro bono sessions from CFP professionals offer Austrians holistic planning advice, facilitated by Österreichischer Verband Financial Planners.
  • Chinese Taipei: The World Investor Week Joint Forum hosted by the Financial Planning Association of Taiwan covers various investment topics related to the global pandemic.
  • Germany: Consumer-facing articles from FPSB Deutschland cover a range of financial topics, supported by a media outreach and promotion campaign.
  • Malaysia: Financial Planning Association of Malaysia hosts the Annual Signature Financial Planning Symposium on 7 October along with a public complimentary consultancy in support of InvestSmart Fest by Securities Commission of Malaysia.
  • South Africa: Financial Planning Institute of Southern Africa hosts a webinar for educators on how to redesign the last days of work-life to plan for retirement, plus a Professional Digital Convention from 27-28 October.
  • Thailand: Thai Financial Planners Association hosts an online video program, “Money & Life Talk by CFP Professionals,” across social media channels covering financial planning and investment topics.
  • United Kingdom: Chartered Institute for Securities and Investment hosts its Financial Planning Week from 5-11 October, offering consumers a helping hand to achieve financial wellbeing, resilience and financial budgeting and planning.
  • United States: CFP Board raises awareness of financial planning with executive leadership articles, a press release and an ambassador promotion program.

Further information about World Financial Planning Day, finding a CFP professional, consumer articles and resources and programs and events around the world are available on and by joining the #WFPD2020 conversation on Facebook, Twitter and LinkedIn.

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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