About “World Financial Planning Day 2024” (“WFPD”)

The IFPHK hosts the “World Financial Planning Day 2024” (“WFPD”) in Hong Kong, as a support to the Financial Planning Standards Board (“FPSB”) initiatives during the International Organization of Securities Commissions’ (“IOSCO”) World Investor Week. The WFPD is set on 9 October 2024.

During the WFPD, the IFPHK and all FPSB’s affiliate organizations representing a global community of over 223,700 CFP^® professionals will provide programs to promote consumer awareness and understanding of financial planning.

IOSCO’s World Investor Week is a week-long global campaign designed to raise awareness about the importance of investor education and protection, and to highlight the investor education and protection initiatives of securities regulators around the world. As part of its global campaign, IOSCO has invited securities regulators from six continents, alone or in partnership with local and international nonprofit groups, to provide programs and events to promote the importance and value of investor education and protection.

For more information about the WFPD around the world, please visit: http://worldfpday.org/.

For more information about the World Investor Week, please visit: https://www.worldinvestorweek.org/.

IFPHK Survey –“How Men and Women Differ with Finances”

As a prelude of the World Financial Planning Day, IFPHK has launched the “How Men and Women Differ with Finances” Public Survey (the “Survey”) to gather views on how men and women manage money differently.  The Survey took place from 27 September to 2 October. Findings have been announced during the World Financial Planning Day on 9 October 2024.

For Press Release, please visit here.

For Infographics, please visit here.

FPSB Chief Executives Video

Each year, the global financial planning profession comes together for WFPD to help raise awareness of the value of financial planning. This year, FPSB has produced a “FPSB Chief Executives Video” which features chief executives from across the FPSB Networking, to promote WFPD.

The “FPSB Chief Executive Video” has been uploaded to YouTube.  Please click the above links for video viewing.

FPSB Press Release on World Financial Planning Day 2024

For more details, please visit here. (English version only)