CFP Board Joins Financial Planning Standards Board in Celebrating World Financial Planning Day

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CFP Board Joins Financial Planning Standards Board in Celebrating World Financial Planning Day

Oct 03, 2018

The Certified Financial Planner Board of Standards today joins the Financial Planning Standards Board to recognize World Financial Planning Day (#WFPD).

FPSB owns the CERTIFIED FINANCIAL PLANNER marks outside the U.S. and licenses their use in 25 territories, which in turn certify more than 95,000 individuals; CFP Board owns the marks domestically and certifies more than 82,000 individuals.  The two organizations work together to benefit the public by setting competency and ethical standards globally for the financial planning profession.

“World Financial Planning Day is a great time to remind consumers across the world about the value of partnering with a CFP® professional.  Consumers who work with a CFP® professional are more confident that they are on track to a secure financial future,” said CFP Board CEO Kevin R. Keller, CAE. “We’re pleased to join the FPSB network once again in promoting the value of financial planning.”

During World Financial Planning Day, FPSB and its network of member organizations will provide programs to promote consumer awareness and understanding of financial planning topics, including building savings, investment planning, and preparing for retirement.

WFPD launched in 2017 as part of the global financial planning community’s commitment to educate consumers and provide them with competent and ethical financial advice to help them achieve their financial and life goals.

WFPD takes place during International Organization of Securities Commissions’ (IOSCO) World Investor Week, which is designed to raise awareness about the importance of investor education and protection.

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


Certified Financial Planner Board of Standards, Inc. is a professional body for personal financial planners in the U.S.  CFP Board sets standards for financial planning and administers the prestigious CFP® certification – one of the most respected certifications in financial services – so that the public has access to and benefits from competent and ethical financial planning.  CFP Board, along with its Center for Financial Planning, is committed to increasing the public’s awareness of CFP® certification and access to a diverse, ethical and competent financial planning workforce. Widely recognized by firms as the standard for financial planning, CFP® certification is held by more than 82,000 people in the United States.

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

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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.
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