Financial Planning Week kicks off globally
This week marks the annual Financial Planning Week, a collaboration between global financial planning organisations.
To mark the initiative, the Financial Planning Association of Australia (FPA) had commissioned research with MYMAVINS on the difference between advised and unadvised Australians.
This covered areas such as their quality of life, financial confidence and financial satisfaction and was particularly relevant given the current market uncertainty with rising interest rates and inflation.
Sarah Abood, chief executive of the FPA, said: “The FPA has developed a toolkit for its members to help them promote the week and the value of their own services and expertise.
“We encourage our members, and all financial planners, to take part in the conversations that will be taking place throughout Financial Planning Week, and help spread the message that a financial plan gives Australians the confidence to get through today and prepare for the future, no matter what life throws at you
There would also be a Global Financial Planning Day on 5 October, hosted by the Financial Planning Standards Board. Former FPA chief executive, Dante De Gori, joined the FPSB earlier this year as head of stakeholder engagement.
Noel Maye, FPSB chief executive, said: “World Financial Planning Day provides the global financial planning profession with the opportunity to educate the public about financial matters, and demonstrate how financial planners who have committed to putting clients’ interests first, like CFP® professionals, can help people navigate complex financial decisions to live their today and plan their tomorrow”.
AUTHOR
Laura Dew
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