That is according to organising body the Financial Planning Standards Board (FPSB), which is the global organisation responsible for the CFP designation.
The body says WFPD is an opportunity for the global Financial Planning community “to help people understand the value of the financial planning process, of having a financial plan and of working with a competent and ethical financial planner” to achieve life and financial goals.
FPSB chief executive, Noel Maye, said: “Financial planning is for everyone, not just the wealthy.
“World Financial Planning Day allows the global financial community to help consumers understand how to use the Financial Planning process to take control of their finances and stay on track to reach financial and life to goals.”
He added: “FPSB and the global community of CFP professionals look forward to another successful year of partnering with IOSCO and securities regulators around the world to empower more consumers to take control of their finances and their futures.”
- How are you marking WFPD and will you be doing anything special for the CISI's Financial Planning Week next week? Let us know at This email address is being protected from spambots. You need JavaScript enabled to view it.