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About “World Financial Planning Day 2023” (“WFPD”)

The IFPHK hosts the “World Financial Planning Day 2023” (“WFPD”) in Hong Kong, as a support to the Financial Planning Standards Board (“FPSB”) initiatives during the International Organization of Securities Commissions’ (“IOSCO”) World Investor Week. The WFPD is set on 4 October 2023.


During the WFPD, the IFPHK and all FPSB’s affiliate organizations representing a global community of over 213,000 CFP® professionals will provide programs to promote consumer awareness and understanding of financial planning.


IOSCO’s World Investor Week is a week-long global campaign designed to raise awareness about the importance of investor education and protection, and to highlight the investor education and protection initiatives of securities regulators around the world. As part of its global campaign, IOSCO has invited securities regulators from six continents, alone or in partnership with local and international nonprofit groups, to provide programs and events to promote the importance and value of investor education and protection.


For more information about the WFPD around the world, please visit:


For more information about the World Investor Week in Hong Kong, please visit:

【World Financial Planning Day】 Mini Games

Starting now until 10 October, the IFPHK is launching two mini games on social media platforms (#FB/ #IG/ #LinkedIn). Participants with the highest scores will be rewarded with giveaways (5-in-1 data cable set, 50 sets in total). Each participant can only receive one set.


Mini game 1: Matching (from 4 October until 11:59pm on 6 October)

In this simple game, the top 25 participants with the fastest completion times will win the giveaways, limited to 25 sets.


Mini game 2: Q&A (from 7 October)

The answers to the questions can be found in the below.


Value of Financial Planning


Busting the Myths About Financial Planning


Join the game on Facebook.

FPSB® Value of Financial Planning IndexTM

IFPHK and FPSB officially released research findings that show the benefits of financial planning and the value of working with a financial planner from a global consumer study.


Findings in Worldwide


Findings in Hong Kong (Press Release)


Findings in Hong Kong (Executive Summary, only in English)


Findings in Hong Kong (Full Report, only in English)

Fireside Chat: Investing Trends

Hear from FPSB CEO Dante De Gori, CFP, and IOSCO Secretary General Martin Moloney to get regulator insights on crypto investing and how those in the financial planning community can help protect consumers.


FPSB Facebook

FPSB Press Release on World Financial Planning Day 2023

For more details, please visit here. (English version only)


Institute of Financial Planners of Hong Kong

Address: 13/F, Causeway Bay Plaza 2,

463 - 483 Lockhart Road, Causeway Bay, Hong Kong

Tel: (852) 2982 7888              Fax: (852) 2982 7777