World Financial Planning Day, today, is an opportunity for the profession to “come together” and “raise awareness” of the value of planning.
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.”