Thursday, Sep 14, 2017

Financial Planning Standards Board Hosts First World Financial Planning Day During IOSCO’s World Investor Week

DENVER, CO 14 SEPTEMBER 2017 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, announced that it will host the first World Financial Planning Day (#WFPD17) on Wednesday, 4 October during the International Organization of Securities Commissions (IOSCO) World Investor Week (#WIW2017).

IOSCOs World Investor Week is a global campaign from 2-8 October designed to raise awareness about the importance of investor education and protection, and to highlight the investor education and protection initiatives of securities regulators around the world. As part of its global campaign, IOSCO has invited securities regulators from six continents, alone or in partnership with local and international nonprofit groups, to provide programs and events to promote the importance and value of investor education and protection.

IOSCO recognizes that the need for investor education and protection has never been greater, and we are pleased that FPSB has rallied the global financial planning community to support World Investor Week, said Paul Andrews, IOSCO Secretary General.

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 f171004_png_WFPDLogo-transparentinancial and life goals, said FPSB Ltd. CEO NoelMaye. 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.

We are excited to highlight the value of investor education and the work being done by securities regulators and others to increase investor financial literacy during World Investor Week and World Financial Planning Day, said Jos Alexandre Vasco, Chair of IOSCOs Committee on Retail Investors. World Financial Planning Day will raise awareness of financialplanning as a global citizenship skill that will help millions of citizens save and invest to improve their financial wellbeing and build a better future.

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.

Events the public can expect include:

  • Pro-bono clinics: Consumers can speak with a CFP professional about their financial situation, free of charge.
  • Seminars/roadshows: CFP professionals will present on a variety of financial topics and highlight how #lifesbetter with a financial plan.
  • Webinars: CFP professionals will host virtual presentations to share tips on how to make good financial decisions.
  • Articles & Blogs: CFP professionals will serve as subject-matter experts on financial topics in various media publications.

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

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 Peoples 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

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CFP Certification Global excellence in financial planning