1. World Financial Planning Day 2017
Margie Djajakusuma
CEO

2. FPSB envision a future in which
The public understands the importance and benefits of the financial planning process and how it can make their lives better;
Consumers can readily identify competent and ethical financial planners who place clients’ interests first;
Practitioners aspire to the highest levels of professionalism;
Regulators, governments and other FPSB stakeholders around the world recognize financial planning as a distinct, valued professional practice.

3. FPSB Mission
FPSB benefits the public by establishing, upholding and promoting worldwide professional standards in financial planning.

4. FPSB Vision
To establish financial planning as a global profession and the CFP marks its symbol of excellence.

5. Our Campaign
For the past 6 years, FPSB have had many efforts to educate the consumer on the importance of the financial planning process and how
The motivation for World Financial Planning Day came about as the International Organization of Securities Commissions, or IOSCO, developed plans for its pilot World Investor Week, 2-8 October.
Together with its member organizations in 26 territories, Financial Planning Standards Board developed World Financial Planning Day as a complement to IOSCO activities during World Investor Week. Investment planning is one of several practice areas in which financial planners work with clients.

6. “Let’s continue to build the global financial planning profession to benefit the public for generations to come”
Thank You