World Financial Planning Day website
The ninth annual World Financial Planning Day will take place on 8 October, Denver-based Financial Planning Standards Board Ltd (FPSB) has announced.
It will coincide with World Investor Week run by the International Organisation of Securities Commissions from 6 to 12 October.
World Financial Planning Day hopes to leverage the talents and skills of more than 230,000 CFP professionals worldwide by highlighting the pivotal role Financial Planning plays in empowering people to take control of their financial well-being by raising awareness of the value of working with a Financial Planner, like a CFP professional.
Dante De Gori, FPSB CEO, said: “Celebrated across continents, World Financial Planning Day shines a spotlight on the power of Financial Planning and of working with a Financial Planner who has committed to rigorous standards of professionalism and to putting clients’ interests first.
“Research shows people who work with a Financial Planner, like a CFP professional, report a higher quality of life, more financial confidence and resilience, and more financial satisfaction – World Financial Planning Day is the perfect occasion for all to discover why.”
Last year, the campaign achieved an estimated global audience reach of more than 580m people through media coverage, financial education events and social media as 20 territories around the world united to celebrate the event.
Building on that success, the FPSB said the 2025 campaign will include a variety of educational activities across the globe to raise awareness of the value of Financial Planning.
Mr De Gori said: “Around the world, our network of organizations and CFP professional community are uniting with a shared purpose – to empower people to take control of their financial well-being, now and in the future.
“Through coordinated financial education events and outreach efforts, we are championing the value of Financial Planning and helping individuals make confident, informed decisions that lead to better lives.”
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