World Financial Planning Day – Partner with your client to reach their financial goals

Yesterday, 2 October 2019, was World Financial Planning Day. This day was organised by FPSB (The Financial Planning Standards Board) to raise awareness of the value of financial planning, of having a financial plan and of working with a competent and ethical financial planner who puts clients’ interests first.

World Financial Planning Day is also part of World Investor Week (#WIW) which takes place from 30 September – 6 October. How you are you helping your clients achieve financial security? What are you doing to raise the awareness of a solid financial plan? Share your stories with us.

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