INTERNATIONAL DAYEDUCATION

World Financial Planning Day

On October 7, the first Wednesday of October, World Financial Planning Day unites the global financial planning community around one goal: helping everyday people take control of their finances and their futures. Hosted by the Financial Planning Standards Board, the day raises awareness of financial literacy, investor protection, and the real value of a solid plan.

OCT7

Wednesday, October 7First Wednesday in October

days to go

Roots: First held October 4, 2017; hosted by the Financial Planning Standards Board (FPSB) during IOSCO's World Investor Week.
Also on Oct 7: Walk to School Day · Random Acts of Poetry Day · Propane Day
Hashtag: #WorldFinancialPlanningDay

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3 ways to celebrate

AT HOME

Audit your money

Open your accounts, check your savings rate, and set one clear financial goal for the year. Small steps, big future.

WITH FRIENDS

Talk money openly

Compare notes on saving and investing with friends. Honest money conversations make everyone smarter.

AT WORK OR SCHOOL

Spread financial literacy

Share planning resources with #WorldFinancialPlanningDay, or propose a workplace session on financial wellness.

Plan ahead

World Financial Planning Day is observed on the first Wednesday in October. Here is where it lands for the next ten years, handy for planners, marketers and party people.

2026Wed, Oct 7this year

2027Wed, Oct 6

2028Wed, Oct 4

2029Wed, Oct 3

2030Wed, Oct 2

2031Wed, Oct 1

2032Wed, Oct 6

2033Wed, Oct 5

2034Wed, Oct 4

2035Wed, Oct 3

2036Wed, Oct 1

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Fast facts

FPSB's network spans 26 member organizations representing more than 175,000 CERTIFIED FINANCIAL PLANNER professionals worldwide.

The day is observed in dozens of countries, from Australia to South Africa to the United States, always during World Investor Week.

The story

Good financial planning is not about being rich. It is about being ready. World Financial Planning Day was created in 2017 by the Financial Planning Standards Board to raise the world's financial literacy, one conversation at a time. From the very first observance, held on October 4, 2017, it has taken place during IOSCO's World Investor Week, pairing investor protection with practical money wisdom.

Read the full story

Each year, planners around the world host pro bono clinics, seminars, workshops, and webinars covering debt management, emergency preparation, home ownership, building savings, investment planning, and retirement. Their message is the same everywhere: financial planning is the process of building strategies to manage your affairs and meet your life goals, and it belongs to everyone.

Whether you are starting your first budget, buying a home, or planning for retirement, the day is your invitation to act. Talk to a competent, ethical planner, read one good article on saving, or simply open your accounts and take stock. The future is built in small, planned steps.

Did you know?

Part of World Investor Week

World Investor Week is IOSCO's global campaign to raise awareness about investor education and protection, with securities regulators from six continents taking part.

A home at worldfpday.org

Worldfpday.org serves as the central hub where consumers can learn more about the day and find resources.

Clinics on Facebook

In Hong Kong, the Institute of Financial Planners of Hong Kong marked the first observance with a live financial clinic on Facebook where consumers submitted questions in advance.

Around the world

Every culture celebrates a little differently.

AUAustraliaAustralian financial planners host pro bono clinics and seminars as part of the global observance.
DEGermanyGerman planners join the worldwide effort with workshops and webinars on financial well-being.
MYMalaysiaMalaysia's planning community takes part in events promoting financial literacy across the country.
ZASouth AfricaSouth African CFP professionals host sessions on building savings and preparing for retirement.
USUnited StatesU.S. planners offer pro bono clinics and educational content during IOSCO's World Investor Week.
GBUnited KingdomThe CISI marks the day alongside UK planners, celebrating the transformative power of financial planning.