Standards, certification and education for the global financial planning profession. #WFPD2025 is on 8 October! Live your today, plan your tomorrow.

Financial Planning Worldwide
Joined November 2009
🌍 New global research released on World Financial Planning Day explores artificial intelligence’s growing role in financial planning. Explore the full findings from more than 8,000 financial planners across 37 territories: fpsb.org/impact-of-ai-on-fin… #CFP #financialplanning
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World Financial Planning Day is 7 October! Held as part of IOSCO's World Investor Week, the global campaign encourages people everywhere to see financial planning as a powerful tool for turning hopes into goals, and goals into action. Learn more at: bit.ly/2026WFPD-release
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FPSB has released its Practice Guidance Note on the Use of Artificial Intellgence in Financial Planning to help financial planning professionals use AI responsibly while upholding their ethical and professional obligations. Read press release: bit.ly/PGN-Use-of-AI-in-Fina… #CFP #AI
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FPSB has released its new Practice Guidance Note on the Use of Artificial Intellgence in Financial Planning to help financial planning professionals use AI responsibly while upholding their ethical and professional obligations. Learn more: bit.ly/PGN-Use-of-AI-in-Fina… #CFP #AI
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We’re pleased to welcome Ramesh Vishwanathan as incoming CEO of FPSB India later this month. We look forward to the impact of his leadership in further advancing financial planning across India through CFP certification. Read announcement: bit.ly/FPSBIndiaCEO
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FPSB is now accepting nominations for its 2027 Board of Directors. We're seeking nominations for three open three-year positions on FPSB's Board of Directors beginning 1 April 2027. 📩 Submit nominations to [email protected] Learn more: bit.ly/2027-BoardofDirectors #CFP
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FPSB is now accepting nominations for its 2027 Board of Directors. We're seeking nominations for three open three-year positions on FPSB's Board of Directors beginning 1 April 2027. 📩 Submit nominations to [email protected] Learn more: bit.ly/2027-BoardofDirectors #CFP
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FPSB is now accepting nominations for its 2027 Board of Directors. We're seeking nominations for three open three-year positions on FPSB's Board of Directors beginning 1 April 2027. 📩 Submit nominations to [email protected] Learn more: bit.ly/2027-BoardofDirectors #CFP
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FPSB is now accepting nominations for its 2027 Board of Directors. We're seeking nominations for three open three-year positions on FPSB's Board of Directors beginning 1 April 2027. 📩 Submit nominations to [email protected] Learn more: bit.ly/2027-BoardofDirectors #CFP
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According to our global research, 64% of firms are using AI or plan to use it in the coming months, with adoption rates highest among small or very large firms. 📊 This insight comes from FPSB's Impact of AI on Financial Planning global research: fpsb.org/fpsbs-impact-of-ai-… #CFP
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There are 236,300 CFP professionals across 29 territories as of year-end 2025. More CFP practitioners means more access to competent, ethical, client-first financial planning professionals. Learn more: bit.ly/CFP-Professional-Comm… Find a CFP professional: bit.ly/FindaCFPprofessional
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Global standards serve as a foundation for trust and confidence in the financial planning profession. Learn more about FPSB’s Global Financial Planning Standards: bit.ly/globalfinancialplanni… #CFP #financialplanning
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Whether you're young and starting out or striving to build a comfortable nest egg for the future, knowing the facts is key to achieving your financial goals. Learn about the myths and benefits of financial planning: bit.ly/2023ResearchMythBusti… #CFP #financialplanning
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Financial planning is the process of developing strategies to manage multiple aspects of your financial situation to help achieve your life goals. Watch video to learn more about the benefits of financial planning: bit.ly/3niccNF #CFP #financialplanning
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236,300 CFP professionals across 29 territories. The global CFP professional community grew by 5,652 in 2025 – up 2.5% from the previous year. Thank you CFP professionals for the work you do every day. Learn more: bit.ly/CFP-Professional-Comm… #CFP #financialplanning
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The number of CFP professionals worldwide surpassed 236,000, reflecting a global commitment to rigorous standards in financial planning and the value that competent and ethical financial planners bring to consumers. Read press release: bit.ly/CFP-Professional-Comm… #CFP
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Across 29 territories, the global CFP professional community is 236,300 strong. Together, CFP professionals are driving excellence in financial planning for the benefit of the profession and the clients they serve. Learn more: bit.ly/CFP-Professional-Data… #CFP #financialplanning
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Of those who achieved CFP certification in 2025 over 60% were under 40 and nearly 40% were women — a strong sign that the next generation sees CFP certification as a meaningful and trusted career path. Read press release: bit.ly/CFP-Professional-Comm… #CFP #financialplanning
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At year-end 2025, the global CFP professional community continues to diversity and strengthen. 📈 236,300 CFP professionals 🌍 29 territories 👩‍💼 More women and younger professionals joining Read press release to learn more: bit.ly/CFP-Professional-Comm… #CFP #financialplanning
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The CFP certification is attracting a new generation of financial planners — of those who achieved CFP certification in 2025 over 60% were under the age of 40 and nearly 40% were women. Learn more: bit.ly/CFP-Professional-Comm… #CFP #financialplanning
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