World Monetary Planning Day 2024 is to be held in October with the intention of selling the advantages of working with a Monetary Planner.
World Monetary Planning Day will run on 9 October, in partnership with IOSCO’s World Investor Week which runs from 7 to 13 October.
The FPSB’s UK accomplice, the CISI – which runs the Licensed Monetary Planner designation within the UK – stated it might assist the day on social media however would additionally possible run its personal UK Monetary Planning day in January, to advertise planning right here within the run as much as the tip of the tax yr.
World Investor Week is a world FPSB marketing campaign designed to lift consciousness of monetary literacy and investor safety.
The FPSB is a world neighborhood of Monetary Planning our bodies representing over 223,000 Licensed Monetary Planning professionals worldwide together with about 1,000 within the UK.
Dante De Gori, FPSB CEO, stated: “We consider everybody deserves the chance to realize monetary well-being. Via World Monetary Planning Day, we intention to assist people uncover the significance of Monetary Planning to assist construct a brighter and extra affluent future for all.”
Throughout World Monetary Planning Day the FPSB and native companions, such because the CISI within the UK, will intention to lift consciousness concerning the worth of Monetary Planning, of getting a monetary plan, and of working with a Monetary Planner.
Final yr, FPSB and its community reached out to greater than 559m folks by means of media protection, monetary training occasions and social media in 21 international locations for World Monetary Planning Day.
Monetary Planners can go to www.worldfpday.org or be a part of conversations on social media utilizing the #WFPD2024 tag.
The FPSB first launched World Monetary Planning Day in 2017 in partnership with IOSCO as a part of what it referred to as, “the worldwide Monetary Planning neighborhood’s dedication to extend ranges of customers’ monetary literacy and functionality.”
It goals to assist the general public put funding selections within the context of different monetary and life objectives.
