6th Annual World Financial Planning Day: FPAS and global CFP professional community promote value of financial planning

August 29, 2022 August 29, 2022

Financial Planning Association of Singapore (FPAS) will join the Financial Planning Standards Board (FPSB) and its global network of organisations to host the sixth annual World Financial Planning Day on 5 October, in partnership with IOSCO’s World Investor Week, which runs from 3-9 October.

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, like a Certified Financial Planner (CFP) professional.

FPSB is the standards-setting body for the global financial planning profession and owner of the CFP certification program outside the United States.

FPAS is part of the FPSB Network, which represents more than 203,000 CFP professionals worldwide, and will host the 6th Annual World Financial Planning Day that demonstrates how financial planning can help individuals make financial decisions to achieve their life goals, now and into the future.

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.”

For the sixth year, FPSB has partnered with the International Organization of Securities Commissions (IOSCO) to host World Financial Planning Day during World Investor Week, a global campaign designed to raise awareness of financial literacy and investor protection. This collaboration highlights the role the global financial planning profession plays in supporting regulators to ensure better financial outcomes for people all over the world.

Chair of IOSCO’s Committee on Retail Investors, Pasquale Munafò said: “World Financial Planning Day is a not-to-be-missed appointment within the IOSCO World Investor Week calendar. Investor resilience, which is one of the key themes of the WIW 2022, is very much grounded in financial planning. IOSCO is working together with FPSB to strengthen this link and, through our financial wellbeing and financial literacy activities, strengthen the ability of retail investors and financial consumers around the world to set goals, to stay focused on what matters most, and to be better prepared to deal with uncertain times.”

FPAS 6th Annual World Financial Planning Day & CFP Conferment Ceremony 2022

FPAS CEO Samantha Wong said: “FPAS is pleased to collaborate with FPSB and IOSCO for its sixth year of World Financial Planning Day as part of World Investor Week campaigns. CFP Singapore community is also proud to play its part in raising awareness about the value of financial planning and the importance of working with a Certified Financial Planner. This has further proven during the pandemic, where the benefits of having a plan in place have helped those through the difficult times.”

“With the growing anxiety on the economic situation and the rising cost of everything, join our panelists during FPAS WFPD event on 5 Oct at 3pm to find out how you can recession-proof your finances,” added Samantha.

Money Playschool is proud to be a media partner of the FPAS 6th Annual World Financial Planning Day & CFP Conferment Ceremony 2022. Click here for more information and to register for the FPAS WFPD event.

Activities leading up to World Financial Planning Day

FPSB’s network of organisations will host a variety of activities leading up to and on World Financial Planning Day, including:

Events Around the World

A variety of national and local events to raise awareness about the value of financial planning, of having a financial plan and of working with a financial planner.

Educational Materials for the Public

A variety of articles and resources to educate individuals on financial planning topics, including steps to improve your financial wellbeing, financial guides for business owners, and how to prepare for the first meeting with a CFP professional.

Finding a CFP Professional

People in Singapore have access to 1,180 Certified Financial Planner professionals who have committed to working in their clients’ interests. Individuals seeking a financial planner to help them plan their future can find a CFP professional in their area.

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 social media.

About Financial Planning Association of Singapore (FPAS)

The Financial Planning Association of Singapore (FPAS) is a non-profit professional association dedicated to developing and promoting an industry providing unbiased financial advice to the Singaporean public.

Established on 1st December 1998, FPAS is part of a global assembly of financial planning bodies, and a licensee of the Financial Planning Standards Board Ltd., a US-based non-profit organization launched in October 2004 to set standards for and oversee the international CFP® certification program.

FPAS vision is to ensure that all Singaporeans have access to responsible and appropriate financial planning advice by raising the professional standards of the industry through education and a shared code of ethics. For more, visit fpas.org.sg.