2026 World Financial Planning Day Survey

1.WFPD contact (Full Name):

2.FPSB Network Organization:

3.Email:

4.What activities are you planning to conduct in support of World Financial Planning Day? Check all that apply.

Promote FPSB Impact of AI on Financial Planning global and / or local research findings

Promote the videos featuring CFP professionals sharing insights on how financial planning can help

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 financial planning clinic

Promote a video series to show the value of financial planning

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 WFPD

Publish consumer materials (e.g., articles, blogs, brochures or infographics)

Giveaway WFPD merchandise

Staff WFPD celebration

Other (please specify)

5.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.

6.To support your local WFPD campaign efforts, FPSB will be providing a toolkit that includes logos, Impact of AI research promotional assets, videos featuring CFP professionals, social media assets, template press releases, and more. Please let us know if there are additional materials we can provide to help you carry out your WFPD activities:

7.How do you plan to promote your WFPD activities (e.g., organic or paid social media, media outreach, dedicated web page, etc.)?

8.How do you plan to measure success or impact of your activities?

Number of events hosted or participated in

Number of people reached

Social media engagement (likes, shares, comments, clicks, views, impressions)

Media coverage

Feedback / surveys

Not sure yet

Other (please specify)

9.We would like to showcase your organization's free consumer events that highlight the value of financial planning and /or the importance of working with a CFP professional. If you'd like for us to share these recorded events as part of the WFPD campaign with a credit to your organization, please let me provide the links to the recordings below and we will feature them on the WFPD microsite.

10.Additional comments or questions: