Planipedia Rules

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Planipedia is a community-based tool and we encourage all users to contribute to the degree they feel best fits their skills, knowledge and available time. There are a few rules to be followed, however, when contributing to content and dicussion. These rules are designed to ensure that Planipedia continues to offer reputable and valuable information on financial planning, and so all users have a positive experience with using Planipedia.

Enter Content Relevant to Financial Planning

Planipedia is different from other wiki sites, in that its content and community are specifically directed to financial planning. While some content may be secondary considerations to financial planning is allowable, such as insurance types or a list of insurance companies in a certain country, if contributions do not add value to the topic of financial planning the content may be edited or deleted. If you are uncertain of the relevance of the information you wish to add, you may find it useful to use the discussion tab of a related page or consult another user. Users who contribute material that is obviously unrelated to financial planning are seen as entering malicious content contrary to Planipedia's aims, and could be blocked from entering information on Planipedia for a certain period of time.

Don't Advertise

Similar to the sentiment above, Planipedia is not a space for placing large advertisements or spamming users with marketing content. Planipedia encourages the networking of various individual users, organizations and companies, but in a manner that improves the professional capacity of these agents and the overall knowledge and skills of the financial planning community.

To provide some distinction between encouraged interaction and malicious advertising, we ask that users take advantage of their User Page as an area to describe your function in the financial planning world, lists of services may offer etc. Additionally, user talk pages can be used as informal chat areas to discuss or arrange purchases or sales.

Institutions or companies without a user name may enter a descriptive page on their function in the financial planning world, in an objective manner. Any advertise of products or services here will not be tolerated - main Planipedia pages are meant to provide theoretical knowledge of financial planning parameters; these entries will be deleted immediately and the user who created the content may be blocked from entering information on Planipedia for a certain period of time.

Planipedia recommends using external links to your own web page for the advertisement of financial planning-related goods and services.

Be Objective

Everyone is entitled to their own opinion on any subject, but Planipedia is not a forum for unsubstantiated remarks. Planipedia serves to offer reputable and accurate information to the financial planning community, and therefore all contributions should be well-reasoned and substantiated by facts and research.

Some topics will certainly be more controversial than others, and where there is disagreement over a subject, users should consciously form arguments, again based on documented research and figures, so the controversy can take the form of a debates. The educational value of a controversial subject can be maintained and add value to the Planipedia community so long as the content presented is based on information, not opinion, and takes the form of pros and cons, debates on either side et cetera.

Be Respectful of Other Users

Incivility consists of personal attacks, rudeness, and aggressive behaviours that disrupt the project and lead to unproductive stress and conflict. A few, minor, isolated incidents of incivility are not in themselves a concern, but a pattern of incivility is disruptive and unacceptable, and may result in blocks if it rises to the level of harassment or egregious personal attacks. A single act of incivility can also cross the line if it is severe enough: for instance, extreme verbal abuse or profanity directed at another contributor, or a threat against another person can all result in blocks without consideration of a pattern.

This policy applies to all editing on Planipedia, including user pages, talk pages, edit summaries, and any other discussions.

Differences of opinion are inevitable in a collaborative project. Editors are expected to be reasonably cooperative, to refrain from making personal attacks, and to be responsive to good-faith questions, in order to keep the focus on improving the financial planning industry and to maintain a pleasant work environment. Unless there is strong evidence to the contrary, assume that people who work on the project are trying to help it, not hurt it. Try to treat your fellow editors as respected colleagues with whom you are working on an important project. Be especially welcoming of new users.

This policy is not a weapon to use against other contributors. To insist that an editor be sanctioned for an isolated, minor offense, or to treat constructive criticism as an attack, is itself disruptive, and may result in warnings or even blocks if repeated.

Don't Instigate or Participate in Conflict

While some topics may certainly prove controversial in opinion, in order to avoid conflict, Planipedia advises users to focus on the content instead of the contributors. When you find a passage in an article that you find is biased or inaccurate, improve it if you can. If that is not easily possible, and you disagree with a point of view expressed in an article, don't just delete it. Rather, balance it with what you think is neutral. Always explain your changes in the edit summary to help other editors understand the reasoning behind them. If an edit is potentially contentious, explain why you made the change and how it improves the article. Being objective is key to avoiding disputes, since the content added becomes of an academic nature, not one of personal opinion or belief.

If you encounter rude or inappropriate behavior, don't respond likewise. Take the other editor's perspective into account. Assume that an editor is acting in good faith until it's absolutely clear that they're not. It's at that point where you should consider dispute resolution processes that involve third parties.

The most simple step towards dispute resolution is simple getting the opinion of a third editor in a case of controversial subject matter. For an instance on incivility, we recommend you report the event and user to an administrator, who can then decide an appropriate course of action.


Entries to Planipedia should be something you wrote yourself, or copied from a public or free source. Other copyrighted information should be properly referenced using in-text citations or footnotes according to current citation conventions. See Planipedia:Copyrights for more information.