Affiliate Institute:
The IFPHK hosts the “World Financial Planning Day 2026” (“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 2026.
During the WFPD, the IFPHK and all FPSB’s affiliate organizations representing a global community of over 236,300 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/.
As a prelude of the World Financial Planning Day, IFPHK has launched "Will AI Replace Financial Planners?" AI Financial Habits & Trust Survey (the “Survey”) to gather public attitude and behavior towards using AI in financial planning. Findings will be announced during the World Financial Planning Day on 7 October 2026.
Participate in the survey for a chance to win a chocolate coupon!
Join Now (Chinese version only)!
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 video which features CFP professionals around the world.
For more details, please visit here.
Address: 13/F, Causeway Bay Plaza 2,
463 - 483 Lockhart Road, Causeway Bay, Hong Kong
Tel: (852) 2982 7888
Fax: (852) 2982 7777
Email: info@ifphk.org
