Financial Planning Week 2021

Welcome to your Financial Planning Week 2021 Toolkit

Financial Planning Week is all about inspiring Australians to find out how having a financial plan provides greater peace of mind and security and to explore what an FPA qualified financial planner can do to help them.

Please get involved with this year’s campaign by sharing the content in this tool kit with your client networks.  To help you get involved with the campaign, we have developed a number of resources. 

Resources for FPA members


Research report: FPA Money & Life Tracker: Freedom edition

New research providing topical and fascinating insights into money and life issues for Australians 18 months into the pandemic.
Download the full report  and the infographic summary


Money & Life website content


Share Financial Planning Week content from Money & Life via social media and in your client emails using the site sharing tools.

To help, we've developed a 3-step guide to the snippet sharing tool.


Social media posts

Download this sample post guide  to spread the word on social media. 

Download these social media images  to share on Facebook,LinkedIn and Twitter,

Follow the FPA on Facebook, LinkedIn and Twitter if you haven't already done so you can share our posts.


Client communications

Download this guide  with template copy to spread the word via email and your website. 


Financial Planning Week logo

Download the Financial Planning Week logo to use on web, email and social media, or for any other collateral you might like to produce.

Download the logo zip folder  

Thank you for joining in the celebration of Financial Planning Week 2021 and World Financial Planning Day!