The CISI, the professional body for Certified Financial Planners (CFP), is throwing its weight behind today’s sixth World Financial Planning Day (5 October).
The day is organised annually by the Financial Planning Standards Board (FPSB), the global body for CFP standards, to promote the benefits of Financial Planning to a global audience.
World Financial Planning Day is taking place during the UK’s Financial Planning Week and the International Organization of Securities Commissions’ (IOSCO) World Investor Week (#IOSCOWIW2022) from 3-9 October.
Many UK Financial Planners are backing the UK’s Financial Planning Week this week by organising local campaigns, using social media and offering pro-bono advice to the public.
The hashtag being used for World Financial Planning Day is #WFPD2022.
The CISI says that World Financial Planning Day raises awareness of the value of Financial Planning, of having a financial plan and of working with a Financial Planner who has committed to competency and ethical standards, such as the CFP professional designation.
The CISI is a member of the FPSB Network, which represents more than 203,000 CFP professionals worldwide.
FPSB CEO Noel Maye said: “During a time of global economic uncertainty, people may feel vulnerable and concerned about their finances and their futures.
“World Financial Planning Day provides the global Financial Planning profession with the opportunity to educate the public about financial matters and demonstrate how Financial Planners who have committed to putting clients’ interests first, like CFP professionals, can help people navigate complex financial decisions to live their today and plan their tomorrow.”
Sally Plant, CISI assistant director Financial Planning and education development, said: “Thinking ahead and planning for the future are key messages at the heart of these important global annual Financial Planning campaigns and we are delighted to support World Financial Planning Day and World Investor Week.
“Financial literacy is an essential part of wellbeing and mental fitness. In the UK this year the focus for our Financial Planning Week is to alert consumers to the importance of finding a professional, qualified Financial Planner to help them take control of their finances.
“We will be directing UK consumers to our new and improved find a financial planner Wayfinder website www.financialplanning. org.uk. This website allows consumers across the UK to search for their nearest Certified Financial Planner professional or Accredited Financial Planning Firm.
“The aim is to put the power into the hands of the consumer, with tips and tools also featuring on the website for anyone to browse through.”
• More information about World Financial Planning Day and World Investor Week is available on worldfpday.org and worldinvestorweek.org and by joining the #WFPD2022 and #IOSCOWIW2022 conversations on Facebook, Twitter, LinkedIn and Instagram.
