CFP Board Joins FPSB in Recognizing the Inaugural World Financial Planning Day

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CFP Board Joins FPSB in Recognizing the Inaugural World Financial Planning Day

Oct 02, 2017

Senior CFP Board Ambassador Jill Schlesinger, CFP® offers blog post with 9 questions to help consumers find a financial planner.

#WFPD17

The Certified Financial Planner Board of Standards, Inc. (CFP Board) is joining with Financial Planning Standards Board Ltd. (FPSB), the global standards-setting body for financial planning and owner of the international CERTIFIED FINANCIAL PLANNER certification program outside the United States, in recognizing the first World Financial Planning Day (#WFPD17).

To mark the occasion, CFP Board has published a blog post on its consumer website, LetsMakeAPlan.org, with 9 important questions to help consumers find a financial planner from Senior CFP Board Ambassador Jill Schlesinger, CFP®.

“World Financial Planning Day serves as a reminder for all global citizens to create a financial plan to put you on track to make prudent financial decisions and meet long- and short-term goals,” said CFP Board CEO Kevin R. Keller, CAE. “Every day, CFP professionals across the world are providing competent, ethical advice and helping to set their clients up for financial success. We are proud to stand with them to educate the public on the importance of financial planning.”

During 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. World Financial Planning Day will be held during the International Organization of Securities Commissions’ (IOSCO) World Investor Week (#WIW2017), October 2-8.

“FPSB has launched World Financial Planning Day to increase consumers’ level of financial literacy and capability, and to help consumers understand the value of financial planning and making investment choices within the context of financial and life goals,” said FPSB Ltd. CEO Noel Maye. “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.”

For details about World Financial Planning Day activities, please visit the World Financial Planning Day website.

ABOUT CFP BOARD

The mission of Certified Financial Planner Board of Standards, Inc. is to benefit the public by granting the CFP® certification and upholding it as the recognized standard of excellence for competent and ethical personal financial planning. The Board of Directors, in furthering CFP Board's mission, acts on behalf of the public, CFP® professionals and other stakeholders. CFP Board owns the certification marks CFP®, Certified Financial Planner™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.  CFP Board currently authorizes nearly 80,000 individuals to use these marks in the U.S.

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. At the end of 2016, there were 170,101 CFP professionals worldwide. For more, visit fpsb.org.

CONTACT: Dan Drummond, Director of Communications P: 202-379-2252 M: 202-243-8621 E: ddrummond@cfpboard.org Twitter: @cfpboardmedia

Speaker's Bureau
CFP Board’s leadership and representatives are available for interviews and speaking engagements on personal finance, the financial planning profession, CFP Board and the CFP® designation.

Did You Know?

Among clients who work with an advisor, 87% of those working with a CFP® professional are satisfied or very satisfied, compared with 72% of those who work with an advisor without certification.
Anyone can call themselves a “financial planner.” Only professionals who meet CFP Board’s rigorous standards can call themselves CERTIFIED FINANCIAL PLANNER™ professionals.
The 2013 Household Financial Planning Survey shows that those with a financial plan feel more confident and report more success managing money, savings and investments than those without a plan.
Let's Make A Plan
Don't address your finances individually. Pull your finances together with the help of a CFP® professional.