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2025 World Financial Planning Day Survey
Please complete the following survey to let us know your 2025 World Financial Planning Day plans so we can promote your activities through our global campaign.
1.
Email:
2.
What activities are you planning to conduct in support of World Financial Planning Day? Check all that apply.
Identify and secure one (1) CFP professional in your territory to participate in the WFPD video montage
Host an in-person financial education event – workshops, seminars, etc.
Host a virtual financial education event – webinars, panel discussions, video series, etc.
Host a pro bono clinic
Promote a video series
Media relations campaign - press release, media pitch, roundtable, interviews, etc.
Social media campaign
Consumer direct email campaign
CFP professional direct email campaign
Issue your organization's consumer-related research
Contest or challenges
Dedicated webpage to promote campaign
Publish consumer articles, blogs, brochures or infographics
Giveaway WFPD merchandise
Staff WFPD celebration
Other (please specify)
3.
We would like to promote your WFPD activities via our marketing channels including in our press release and the
WFPD microsite
. Please describe each activity, including key details such as:
o Title of event
o Date / time
o Description
o Target audience
o Goals / objectives
o Partners or collaborators
o URL to learn more about the activity
Use the space below or send attachment to rharrah@fpsb.org if needed.
4.
To support your local WFPD campaign efforts, FPSB will be providing a toolkit that includes logos, key messages, video montage featuring CFP professionals, social media copy / tiles, template press releases, and proclamation template. Please let us know if there are additional materials we can provide to help you carry out your WFPD activities:
5.
How do you plan to promote your WFPD activities?
6.
How do you plan to measure success or impact of your activities?
Attendance / participation numbers
Engagement on social media (likes, shares, comments, clicks, views, impressions)
Feedback / surveys
Media coverage
Not sure yet
Other (please specify)
7.
World Financial Planning Day coincides with the first day of the FPSB 2025 Global Meeting. We are considering a variety of celebratory activities to engage our Network leaders attending including a kick off of the campaign at our Welcome Reception and conducting onsite short, informal interviews. Please share any additional suggestions:
8.
Additional comments orquestions:
9.
WFPD contact (Full Name):
10.
FPSB Network Organization:
