Denver, Colorado, 2 October 2019 – Financial Planning Standards Board Ltd. (FPSB) and the global community of professional financial planning bodies representing over 181,000 CERTIFIED FINANCIAL PLANNER® professionals worldwide united on Wednesday, 2 October, to celebrate third annual World Financial Planning Day (#WFPD).
The FPSB network has partnered with the International Organization of Securities Commissions (IOSCO) to promote financial literacy and capability through World Financial Planning Day (#WFPD) 2019, taking place in a global campaign designed to raise awareness about the importance of investor education and protection, during IOSCO’s World Investor Week (#WIW).
“FPSB launched World Financial Planning Day in 2017 in partnership with IOSCO to help the public put investment decisions in the context of other financial and life goals. FPSB and the global community of CFP® professionals are pleased to join IOSCO and securities regulators around the world for the third year in empowering more consumers to take control of their finances and their futures”, said FPSB CEO Noel Maye.
The global financial planning community spanning 27 countries and territories, as part of WFPD, FPSB will provide programs and events to promote consumer awareness and understanding of financial planning values, covering topics such as debt management, financial emergency preparation, home ownership, saving, investment planning and retirement.
Some of the FPSB network’s activities include quizzes, pro bono consultations with CFP professsionals, free public lectures and financial clinics, forums, online webinars, expert lectures and campaigns. A video contest was held to encourage consumers to share the meaning of living well, shared on the WFPD microsite and a number of resources from across the network which relate to seniors accessing financial advice and services, where winners will be announced later on this month at the FPSB’s Global Meeting in Zurich.
“We are proud of events like World Investor Week and World Financial Planning Day that highlight the value of investor education and the work being done by securities regulators and others to increase investor financial literacy. By recognizing financial planning as a global citizenship skill, World Financial Planning Day has the potential to help millions improve their futures and financial well-being through savings and investments”, said José Alexandre Vasco, Chair of IOSCO’s Committee on Retail Investors.