The global day will precede the UK’s own Financial Planning Week 2021 later in October, an annual event to promote Financial Planning.
World Financial Planning Day is organised by the Financial Planning Standards Board (FPSB), the global body which sets standards for the near-200,000 CFP professionals around the world.
The day takes place during the International Organization of Securities Commissions’ (IOSCO) World Investor Week (#IOSCOWIW2021) which runs from 4 -10 October.
During the day, and Financial Planning Week, Financial Planners are encouraged to use social media and other media to promote the benefits of good Financial Planning and using a Financial Planning professional.
The FPSB launched World Financial Planning Day five years ago as part of a global campaign to promote financial wellbeing, to increase awareness of the value of Financial Planning to consumers and share the benefits of having a financial plan.
The theme remains: 'Live your today. Plan your tomorrow.'
On the day this year, FPSB will host a worldwide live virtual panel event exploring what client needs will look like in the future, as well as the delivery of advice. The event also uses the latest FPSB research to advise CFP professionals on the skills and abilities required to sustain a thriving practice.
World Investor Week is organised by IOSCO to raise awareness about the importance of investor education and protection.
Sally Plant, CISI head of Financial Planning, said: “We are proud to join the global Financial Planning community supporting World Financial Planning Day and World Investor Week.
“It is increasingly important to celebrate with and promote to consumers the life-changing benefits a full financial plan has to both health, wealth and achieving life goals. We join the global FPSB network of organisations in 27 countries and territories, representing over 192,000 CFP professionals, to promote these initiatives encouraging consumers to better understand how Financial Planning can add value to their lives.”
The UK’s own Financial Planning Week, organised by the CISI, takes place between 11–17 October.
During the week, the CISI is encouraging members to offer an hour long, free guidance session to consumers.
CISI members can share their support by using these hashtags: #WFPD2021, #IOSCOWIW2021 and #FPWUK.
CISI members wanting to get involved can sign up on cisi.org/registerfpweek.
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