About “World Financial Planning Day 2020” (“WFPD”)
The IFPHK hosts the “World Financial Planning Day 2020” (“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 7 October this year.
During the WFPD, the IFPHK and all FPSB’s affiliate organizations representing a global community of over 188,100 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/
The “COVID-19 Impact on Retirement Planning”
Public Survey Result Announcement
Press Release, click here.
Video Announcement, click here.
Live Global Panel Event – “Future of Financial Planning: Adapting to a New Normal”
The Financial Planning Standards Board (FPSB) is organizing a live global panel event on the WFPD. Themed “Future of Financial Planning: Adapting to a New Normal”, the event sees experts from around the world discuss the challenges and synergy between the COVID-19 pandemic and the financial planning profession. In another session, speakers will look at ways to better serve client needs in the pandemic.
The event is open to all CFP professionals and financial planning practitioners/ students around the world, at free-of-charge.
For more details, please visit here.
Institute of Financial Planners of Hong Kong
Address: 13/F, Causeway Bay Plaza 2,
463 - 483 Lockhart Road, Causeway Bay, Hong Kong
Tel: (852) 2982 7888 Fax: (852) 2982 7777