World Financial Planning Day (#WFPD2021)

Sponsor: Financial Planning Standards Board Ltd. (FPSB)

Region: Worldwide

Date: Wed, 06-Oct-2021 13:00 UTC

World Financial Planning Day (#WFPD2021)

Join FPSB’s World Financial Planning Day event, the “Future of Client Needs and Advice Delivery” to learn about the future of financial advice delivery and the role CFP practitioners, consumer protection groups and regulators play to raise awareness about the value of financial planning from special guest, IOSCO Secretary General, Martin Moloney; former chairperson of IOSCO’s Committee on Retail Investors (C8) and coordinator of the IOSCO C8 World Investor Week Working Group, José Alexandre Vasco; Acting Head of Consumer Finance, Insurance & Pensions at the Organisation for Economic Co-operation and Development (OECD), Miles Larbey; and Senior Manager, Financial Planner at Charles Schwab, Amy Richardson, CFP®. The event, moderated by CNBC contributor, Janet Alvarez, will be held on 6 October at 13:00h UTC and is open to all CFP professionals and those in the financial planning community around the world. REGISTER NOW.

Financial Planning Standards Board Ltd. (FPSB) and the global community of professional financial planning bodies administering CERTIFIED FINANCIAL PLANNER certification are pleased to host the fifth annual World Financial Planning Day (#WFPD2021) on Wednesday, 6 October, during IOSCO’s World Investor Week (#IOSCOWIW2021).

FPSB launched World Financial Planning Day in 2017 as part of the global financial planning community’s commitment to increasing consumers’ financial literacy and capability, and to promote how financial planning can help the public take control of their financial future, increase their confidence and stay on track with their long-term goals.

FPSB and its global network representing more than 190,000 CERTIFIED FINANCIAL PLANNER professionals look forward to partnering with IOSCO and securities regulators globally in empowering more consumers to take control of their finances and their futures. On and around World Financial Planning Day on 6 October, under the theme “Live Your Today. Plan Your Tomorrow,” FPSB and its network organizations will provide programs to promote consumer awareness and understanding of financial planning on topics such as investment planning, debt management, retirement preparation, budgeting and saving, financial emergency preparation and home ownership. FPSB will also host a live global panel event for financial planning professionals.

For details about World Financial Planning Day and the activities planned, visit our website:

About FPSB

FPSB manages, develops and operates certification, education and related programs to benefit 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 CFP Logo Mark – which it owns outside the United States. FPSB and the FPSB global network administer CFP and other certification programs in the following 27 territories: Australia, Austria, Brazil, Canada, Chinese Taipei, Colombia, France, Germany, Hong Kong, India, Indonesia, Ireland, Israel, Japan, Malaysia, the Netherlands, New Zealand, People’s Republic of China, Peru, Republic of Korea, Singapore, South Africa, Switzerland, Thailand, Turkey, the United Kingdom and the United States. At the end of 2020, there were 192,762 CFP professionals worldwide. For more, visit

For more information on this event, please visit:

Event Coordinator: Ryanne Harrah

Updated: June 11, 2021