Each year, the global financial planning community comes together to celebrate World Financial Planning Day, raising awareness of the importance of financial planning, having a financial plan, and working with a financial planner committed to upholding the highest standards of competency, ethics, and putting clients’ interests first. This year, South Africa will observe Financial Planning Week from the 7th to the 11th of October, with World Financial Planning Day taking place on the 9th of October.
During this week, we will also support World Investor Week, an initiative by the International Organization of Securities Commissions (IOSCO), alongside the Financial Planning Standards Board’s (FPSB) World Financial Planning Day.
Our initiatives will also focus on educating and empowering consumers to make better financial decisions.
Let’s unite to promote Financial Planning Week! This exciting annual initiative aims to make a meaningful difference in the lives of South Africans, while also raising awareness of the CFP®, FSA™, and RFP™ designations, and the importance of professional financial planning and advice.
We will be hosting two webinars:
- 8th October @ 10:00: Live your today plan your tomorrow – A personal reflection?
- 10th October @ 10:00: How to Choose a Financial Professional and the Right Questions to Ask
Follow us on social media to find a webinar, workshop, or a financial professional offering free consultation. Be sure to visit our website and YouTube channel for insightful discussions and articles!