Financial Planning Standards Board Ltd.

Happy and proud of having people from almost 30 countries for the Financial Planning Standards Board Ltd. Global Meeting in my hometown, São Paulo, in the year of the FPSB’s 20th Anniversary, and in the last year of my participation as FPSB Board Member and Chair of the Directors!! Interesting and important discussions on shaping, enhancing and improving #financialplanning as a global profession!! Thanks Planejar Associação Brasileira de Planejamento Financeiro, Ana Leoni e Paulo Colaferro, CFP® for all the valuable support for this Meeting!! Thanks FPSB team under the leadership of Dante De Gori, CFP® for all the efforts towards a great FPSB Global Meeting!!

Hoje, 17 de outubro, tivemos um dia extremamente produtivo no Global Meeting 2024 no Rosewood Hotel, em São Paulo. As apresentações do FPSB Asia Pacific Forum, com Hiroaki Kuroiwa (Chairperson do Japão), e do FPSB European Forum, com Emer Kirk (Chairperson da Europa), foram muito enriquecedoras. O ponto alto do dia foi a apresentação de Thashia Batstone, CEO do FP Canadá, que trouxe insights valiosos sobre Best Practice Sharing: Workforce Development. Foi um privilégio participar de discussões tão relevantes para o futuro da nossa indústria!

🚀 FPSB Global Meeting 2024: l’innovazione al centro del futuro della pianificazione finanziaria. FPSB Global Meeting 2024 (San Paolo 🇧🇷) è un’opportunità unica per confrontarci con i rappresentanti di tutto il mondo e il CEO di FPSB, uniti dall’obiettivo di promuovere e sviluppare la certificazione CFP a livello globale. 📌 di cosa abbiamo parlato? 1️⃣ Aggiornamenti sulle strategie globali a lungo termine 2️⃣ Best practice condivise da vari paesi per rispondere alle esigenze dei consumatori. 3️⃣ L’evoluzione della certificazione CFP come standard globale di eccellenza. 4️⃣ Approfondimenti regolamentari L’impegno comune è continuare a #elevare gli standard della professione in tutto il mondo. Siamo orgogliosi di far parte di questa comunità globale e di rappresentare l’Italia in questo percorso di crescita e sviluppo continuo. #FPSBGlobalMeeting #CFP #PianificazioneFinanziaria #financialplanning #BestPractices

Day 1 of the FPSB 2024 Global Meeting in São Paulo, Brazil brought together leaders from around the world to exchange ideas and best practices to drive the global financial planning profession forward. The annual meeting is as an opportunity for FPSB and its global network to reflect on accomplishments of this past year and discuss opportunities, challenges and activities to advance the global financial planning profession with CFP certification its symbol of excellence. Thank you Planejar Associação Brasileira de Planejamento Financeiro for hosting our global meeting, and to all of those who have traveled far and wide to participate. #CFP #financialplanning

Preceding FPSB’s Global Meeting in São Paulo, Brazil later this week, many leaders in our global network were able to attend the 2024 Planejar International Congress, alongside the CFP professional community in Brazil. Thank you Planejar Associação Brasileira de Planejamento Financeiro for welcoming our global network leaders and for inviting FPSB CEO Dante De Gori, CFP®, to share remarks on the future of the global financial planning profession at your event. #CFP #financialplanning

It’s World Financial Planning Day! Today we join the global #financialplanning profession in being proud to represent all our members who are helping Australians live their today and plan their tomorrow. #WFPD2024 #FAAAFPWeek24 #FAAA

As the end of World Financial Planning Day draws near, we hope many of you discovered the powerful impact financial planning can have on the quality of life and how it can help you achieve life goals. Visit worldpfday.org to see how people across the globe are benefiting from financial planning and to connect with a CFP professional. #WFPD2024 #IOSCOWIW2024 #CFP #financialplanning

Did you know that 98% of clients around the world say they trust their CFP professional to act in the clients' best interests? Today, on World Financial Planning Day, connect with a financial planner who has committed to professionalism and placing the clients' interests first. Find a CFP professional at worldfpday.org. #WFPD2024 #IOSCOWIW2024 #CFP #financialplanning

Live Your Today. Plan Your Tomorrow. We join our global network of Financial Planning Standards Board Ltd. countries and affiliates and over 223,000 CERTIFIED FINANCIAL PLANNERS in celebrating World Financial Planning Day today. In collaboration with International Organization of Securities Commissions - IOSCO and World Investor Week - we want more Kiwis to achieve their dreams through quality financial advice. Watch Nick Hakes, Dante De Gori, CFP®, and other global leaders in financial planning talk about the value of advice. https://lnkd.in/g2pieMDB Want to find a CERTIFIED FINANCIAL PLANNERScm to help you #liveyourtoday and plan your tomorrow? Look for the CFP symbol of global excellence in financial planning on our find an adviser directory https://lnkd.in/gAQ2dQu #WFPD2024 #IOSCOWIW2024 #shapingthefuture

FPSB is a long-time supporter of IOSCO’s World Investor Week (WIW), which includes the hosting of World Financial Planning Day today on 9 October. Together, with international regulators, FPSB and its global network of organizations are raising awareness about the importance of financial education and investor protection so individuals and families can achieve their life goals. Check out worldinvestorweek.org and worldfpday.org to learn more. International Organization of Securities Commissions - IOSCO #WFPD2024 #IOSCIWIW2024 #CFP #financialplanning