Financial Planning Standards Board Ltd.

This World Financial Planning Day on 9 October discover the wide-ranging benefits of financial planning and of working with a financial planner including a better quality of life, enjoying more financial confidence and resilience and being more satisfied with your financial situation.

Visit worldfpday.org to see how people across the globe are benefitting from financial planning.

The number of CFP professionals worldwide increased ten-fold since 1990, when CFP certification first went international, from 20,353 to 223,770.

Thank you to the hundreds of thousands of CFP professionals who have committed to rigorous standards of competency, ethics and practice.

Learn more: bit.ly/CFPprofessionalgrowth2023

FPSB and its global network are pleased to be celebrating the eighth annual World Financial Planning Day to raise awareness about the wide-ranging benefits of financial planning on 9 October in support of IOSCO's World Investor Week.

Check out worldfpday.org to learn more about the value of financial planning and financial education events taking place across the globe.


IOSCO World Investor Week

The countdown to World Financial Planning Day has begun! Learn how creating a holistic financial plan with a CFP professional can help you meet your short and long-term financial goals. Visit worldfpday.org

FPSB is committed to ensuring financial planning standards remain relevant and reflect the changing needs of consumers, as well as the evolution in the practice of financial planning by professionals.

See FPSB's Global Financial Planning Standards: bit.ly/globalfinancialplanningstandards

Thank you FPSB Italia for hosting today's FPSB European Forum in Milan, Italy. The day was full of discussions around opportunities, best practices and trends to support the advancement of the financial planning profession and CFP certification, including attracting the next generation of financial planners, strengthening and growing the CFP professional community, and the development of resources around the psychology of financial planning.

We are grateful to FPSB Italia and to all of our network of organizations in Europe for their commitment to CFP certification, the global symbol of excellence in financial planning.

In FPSB’s Global Job Analysis study, CFP professionals shared that the ability to demonstrate personal accountability and effective work habits is one of the most important skills for the practice of financial planning.

Learn more: https://bit.ly/2ZdHbl7

More than 8 out of 10 CERTIFIED FINANCIAL PLANNER professionals responding to FPSB’s Future of Financial Planning Practice survey agree consumer demand for financial planning will increase over the next several years.

Learn more: https://bit.ly/3Fhpdil

Research shows that people who work with a CERTIFIED FINANCIAL PLANNER professional enjoy a better quality of life, more financial confidence and resilience and are more satisfied with their financial situation.

There are over 223,700 CFP professionals around the world to help you build a holistic financial plan to achieve your life goals.

Learn more about the value of financial planning and how a CFP professional can help you: bit.ly/2023globalconsumerresearch-financialplanning

The eighth annual World Financial Planning Day is on 9 October!

Learn more about the value of financial planning and of working with a CFP professional who has committed to rigorous standards of professionalism and to putting clients' interests first.

Go to worldfpday.org

“Given the nature of the global economy, FPSB is pleased to facilitate a cross-border tool to help CFP professionals in the Asia-Pacific region learn the requirements to obtain their CFP certification in a new territory to expand their practice and ensure their clients’ needs are met," said FPSB CEO Dante De Gori, CFP.

Read press release to learn more: https://bit.ly/certifictionacrossborders

Global standards serve as a foundation for trust and confidence in the financial planning profession.

Learn more about FPSB’s Global Financial Planning Standards: bit.ly/globalfinancialplanningstandards

In FPSB’s Future of Financial Planning Practice survey, 65% of CFP professionals say continuing education and professional development is the most important action to improve their success over the coming years.

Read news release: https://bit.ly/3Fhpdil

Mark your calendars! The eighth annual World Financial Planning Day is on 9 October.

Discover the wide-ranging benefits of financial planning and how those who work with a financial planning professional are better off.

Learn more: worldfpday.org

There are over 223,700 CERTIFIED FINANCIAL PLANNER professionals worldwide.

Find a CFP professional to help you build a holistic financial plan to stay on track and achieve your life goals:: bit.ly/FindaCFPprofessional

“Consistently applied global standards work to instill confidence in the benefits of financial planning, for consumers, governments, regulators and professionals,” says FPSB CEO Dante De Gori, CFP®.

Learn more: bit.ly/financialplanningstandards

The eighth annual World Financial Planning Day is on 9 October!

"Through World Financial Planning Day, we aim to help build a brighter and more prosperous future for all," said FPSB CEO Dante De Gori, CFP.

Learn more: worldfpday.org

🌟 Check out FPSB's Annual Report to see key achievements made to propel the global financial planning profession!

“We are delighted to present our Annual Report for 2023 that highlights our collective accomplishments with our global network to establish, uphold and promote worldwide professional standards in financial planning through CFP certification,” said FPSB CEO Dante De Gori, CFP. “FPSB underwent a transformative year in 2023 as we not only continued to grow our global CFP professional community but made significant strides in strengthening the profession and raising public awareness of the value of financial planning. Looking ahead, we’re dedicated to seeing CFP certification continue to grow to help more people around the world access financial planners who have committed to competency and ethical standards and placing clients’ interests first.”

Learn more about our achievements and future goals in our latest Annual Report: https://fpsb.org/fpsb-annual-report-2023/

CERTIFIED FINANCIAL PLANNER professionals rank building trust, professionalism and effective client communication among the most important tasks in global study.

Read press release: https://bit.ly/2ZdHbl7

Last year, the number of CERTIFIED FINANCIAL PLANNER professionals increased more than 10,700 for a global growth rate of 5.1% to support the growing demand for financial planning advice.

Learn more: bit.ly/CFPprofessionalgrowth2023

Research tells us that more than half of people who have never received financial planning advice intend to seek it within the next three years.

With over 223,700 CERTIFIED FINANCIAL PLANNER professionals around the world, more people can connect with financial planners who have committed to high standards of competency, ethics and practice to help them achieve financial well-being.

Learn how clients of CFP professionals experience better outcomes: bit.ly/2023globalconsumerresearch-financialplanning

Knowing | Doing | Being – the global standards framework for financial planning that integrates knowledge, professional practice standards and ethics.

View FPSB's Global Financial Planning Standards: bit.ly/globalfinancialplanningstandards