6th World Financial Planning Day to bring global CFP professionals together for benefit of consumers

Every year, on the first Wednesday of October, the Financial Planning Standards Board (FPSB) hosts the World Financial Planning Day to raise awareness about the importance of financial planning. The day, which for 2022 will be 5 October, also becomes a platform for financial planning experts around the world to educate consumers on how to prepare for their financial future.

A financial planner is a professional who helps people manage their money and investments as well as help clients create and achieve long-term financial goals. Some of the benefits of having a financial planner include having access to professionals who are good at helping people plan for their financial future, having someone to do your financial planning if you do not have the time to do it yourself and having access to a wealth of experience in investments, insurance, taxes, and retirement planning.

On Wednesday 5 October the FPSB and its global network of organizations will unite for the sixth instalment of the World Financial Planning Day to raise awareness of the value of financial planning, of having a financial plan and of working with a competent and ethical financial planner. Representing nearly 200,000 CERTIFIED FINANCIAL PLANNER (CFP) professionals worldwide, the FPSB Network will host a series of programmes and events on and after World Financial Planning Day as part of the International Organization of Securities Commissions (IOSCO) World Investor Week to be held during 3-9 October 2022.

The World Financial Planning Day is an opportunity for the global CFP professional community to empower members of the public to increase their financial literacy and capability, and take control of their financial futures. It is also an opportunity to promote to the regulatory community how having a global community of financial planners committed to standards of competence and ethics, and to putting clients’ interests first, can restore trust in financial services marketplaces.

Some of the ways financial planners participate in this day include:

  • Hosting pro bono clinics where clients can consult free of charge
  • Holding seminars and presenting on a variety of financial topics
  • Hosting webinars to share tips on making good financial decisions
  • Posting blogs and writing articles providing financial planning tips
  • Holding workshops aimed at helping consumers achieve financial well-being

By the Financial Planning Institute of Southern Africa

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