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PRESS RELEASE: 6th Annual World Financial Planning Day

29 August 2022

Financial Planning Association of Singapore and the Global CFP Professional Community Promote Value of Financial Planning on 6th Annual World Financial Planning Day

Part of International Organization of Securities Commissions’ (IOSCO) World Investor Week

SINGAPORE – 29 August 2022 – Financial Planning Association of Singapore (FPAS) will join Financial Planning Standards Board Ltd. (FPSB), the standards-setting body for the global financial planning profession and owner of the CERTIFIED FINANCIAL PLANNER certification program outside the United States, and its global network of organizations 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 professional.

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 demonstrate how financial planning can help individuals make financial decisions to achieve their life goals, now and into the future.

“During a time of global economic uncertainty, people may feel vulnerable and concerned about their finances and their futures,” said FPSB CEO Noel Maye. “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.

“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,” said chair of IOSCO’s Committee on Retail Investors, Pasquale Munafò. “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 is pleased to collaborate with FPSB and IOSCO for its sixth year of World Financial Planning Day as part of World Investor Week campaigns,” said FPAS CEO Samantha Wong. “CFP Singapore community is also proud to play its part in raising the 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.

FPSB’s network of organizations 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. Visit worldfpday.org and join the #WFPD2022 conversation on Facebook, Twitter, LinkedIn and Instagram to learn more.

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 1180 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 Facebook, Twitter, LinkedIn and Instagram.

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.

About FPSB Ltd.

FPSB manages, develops, and operates certification, education and related programs to benefit the global community by establishing, upholding and promoting worldwide professional standards in financial planning. FPSB demonstrates its commitment to excellence with the marks of professional distinction – CFP, CERTIFIED FINANCIAL PLANNER and CFP Logo Mark – which it owns outside the United States. FPSB and the FPSB global network administer CFP certification and other programs in the following 27 territories: Australia, Austria, Brazil, Canada, Chinese Taipei, Colombia, France, Germany, Hong Kong, India, Indonesia, Ireland, Israel, Japan, Malaysia, the Netherlands, New Zealand, People’s Republic of China, Peru, Republic of Korea, Singapore, South Africa, Switzerland, Thailand, Turkey, the United Kingdom, and the United States. At the end of 2021, there were 203,312 CFP professionals worldwide. For more, visit fpsb.org.

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Media Contact:

FPAS Events & Marketing

Email: events@fpas.org.sg

Contact no.: 6829 7157

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