06 October 2021

World Financial Planning Day - 06 October.

Every year on the first Wednesday in October, World Financial Planning Day is held to raise awareness about the importance of financial planning. The day also offers an opportunity for financial planning experts around the world to educate consumers on how to prepare for their financial future.

In case you are wondering, there is a difference between a financial advisor and a financial planner. A financial advisor is a professional who helps people manage their money and investments. A financial planner may do these things as well. However, an important difference is that financial planners help their clients create and achieve long-term financial goals. Financial planners work with the general public and companies.

The first World Financial Planning Day was held on October 4, 2017. The Financial Planning Standards Board (FPSB) hosts the day. Every year, the FPSB partners with the International Organization of Securities Commissions (IOSCO). The day is always held during the first Wednesday of October during IOSCO’s World Investor Week.

Source: worldfpday.org

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