CISI supporting Financial Planning Standards Board first ever World Financial Planning Day during IOSCO's World Investor Week

By Lora Benson | Sep 27, 2017


The Chartered Institute for Securities & Investment (CISI) UK is delighted to be supporting the first ever Financial Standards Planning Board (FPSB) World Financial Planning Day (#WFPD17), Wednesday 4 October.

World Financial Planning Day will be taking place during the International Organization of Securities Commissions’ (IOSCO) World Investor Week (#WIW2017).

IOSCO’s World Investor Week is a global campaign from 2-8 October 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.

“IOSCO recognizes that the need for investor education and protection has never been greater, and we are pleased that FPSB has rallied the global financial planning community to support World Investor Week,” said Paul Andrews, IOSCO Secretary General.

“FPSB has launched World Financial Planning Day to increase consumers’ level of financial literacy and capability, and to help consumers understand the value of financial planning and making investment choices within the context of financial and life goals,” said FPSB Ltd. CEO Noel Maye. “FPSB and the global community of CFP professionals look forward to the opportunity to partner with IOSCO and securities regulators globally in empowering more consumers to take control of their finances and their futures.”

“We are excited to highlight the value of investor education and the work being done by securities regulators and others to increase investor financial literacy during World Investor Week and World Financial Planning Day,” said José Alexandre Vasco, Chair of IOSCO´s Committee on Retail Investors. “World Financial Planning Day will raise awareness of financial planning as a global citizenship skill that will help millions of citizens save and invest to improve their financial wellbeing and build a better future.”

During World Financial Planning Day, FPSB and its network of member organizations representing a global community of over 170,000 CERTIFIED FINANCIAL PLANNER professionals will provide programs to promote consumer awareness and understanding of financial planning topics including debt management; preparing for an unexpected financial emergency; home ownership; building savings; investment planning; and preparing for retirement.

Jacqueline Lockie CFPTM Chartered FCSI, CISI UK Deputy Head of Financial Planning said: “We are extremely pleased to be supporting this important initiative which aims to highlight for consumers globally the life-enhancing benefits which true financial planning can offer.

“This initiative means that on 4 October financial planning professionals around the world will be united in shining a spotlight on the profession, showing that #lifesbetter with a financial plan.”

UK consumers can find a local CERTIFIED FINANCIAL PLANNERTM or ACCREDITED FINANCIAL PLANNING FIRMTM, view tips and tools and learn more about how true financial planning can be a life changing experience at

The CISI will be encouraging its financial planning members to support the event 4 October by:

  • Sharing Articles & Blogs: CFPTM professionals will serve as subject-matter experts on financial topics in various media publications.
  • Showing their support for the campaign by sharing financial planning tips and best practice on social media using #WFPD17.

The CISI is the marks licensing authority for the CFP marks in the United Kingdom, through agreement with FPSB.

About Financial Planning Standards Board

FPSB benefits the global community by establishing, upholding and promoting worldwide professional standards in financial planning. FPSB demonstrates its commitment to excellence with the marks of professional distinction – CFP, CERTIFIED FINANCIAL PLANNER and  – which it owns outside the United States. FPSB has a nonprofit member organization in the following 26 territories: Australia, Austria, Brazil, Canada, Chinese Taipei, Colombia, France, Germany, Hong Kong, India, Indonesia, Ireland, Israel, Japan, Malaysia, New Zealand, the Netherlands, the People’s Republic of China, the Republic of Korea, Singapore, South Africa, Switzerland, Thailand, Turkey, the United Kingdom and the United States. At the end of 2016, there were 170,101 CFP professionals worldwide. For more, visit