Seventh Annual World Financial Planning Day 2023

Fintellect Intelligent Financial Services celebrated the 7th World Financial Planning Day on 4th October, 2023 at Mirzapur in the presence of Mr. Girish Nair, Sr. Mgr. - Business Development (North), FPSB India; along with Money Tree Solutions & Ideal Investments. World Financial Planning Day is celebrated by CFP professionals across the globe in 27 countries including India each year on the 1st Wednesday of every October. The day holds special significance among the global financial planners community. Number of financial market professionals from various financial sectors gathered in the workshop which was conducted under three themes towards financial planning - Commitment, Engagement & Evolution. The entire workshop was a landmark in the history of financial planning; an important segment of which was the Panel Discussion entitled 'Financial Planning - Yesterday, Today & Tomorrow'. The WFPD Key Messages of Access, Personalized, Security & Support, were duly conveyed through the workshop. The day marked the unity of representatives from FPSB, Asset Management Companies, Mutual Fund Distributors, Risk Managers, Bankers, Insurers, Academicians, Scholars & Investors to celebrate the theme of FPSB, 'Live your today. Plan your tomorrow.'