FPSB | Financial Planning Standards Board

FPSB | Financial Planning Standards Board

About FPSB

FPSB member organizations are nonprofit professional financial planning, membership and/or certification bodies that partner with FPSB to deliver CERTIFIED FINANCIAL PLANNER certification in a territory. FPSB and its member organizations (collectively, the FPSB network) collaborate to develop, promote and enforce global CFP certification requirements and standards for financial planning. Currently, FPSB has member organizations in 26 territories that certify more than 175,000 individuals to use the CFP, CERTIFIED FINANCIAL PLANNER and CFP Mark marks.

2018 Growth

Find the FPSB Member Organization
in Your Territory:

FPSB enters into licensing and affiliation agreements with nonprofit organizations (or their equivalent) around the world to authorize the organizations to establish and operate the CERTIFIED FINANCIAL PLANNER certification program in a territory. FPSB Affiliate Member organizations are authorized to administer the CFP certification program on behalf of FPSB in a territory. FPSB Associate Member organizations are either preparing to administer the CFP certification program on behalf of FPSB in a territory or supporting FPSB’s delivery of CFP certification in a territory.



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    Australia

    Financial Planning Association of Australia Ltd. (FPA)

    Level 4, 75 Castlereagh Street, Sydney NSW 2000, Australia

    Tel:
    +61 02 9220 4500
    Fax:
    +61 02 9220 4580
    Email:
    fpa@fpa.com.au

    Website: www.fpa.com.au

  •  

    Austria

    Österreichischer Verband Financial Planners (OVFP)

    Koestlergasse 10/4 A-1060 Wien, Austria

    Tel:
    +43 660 5335050
    Email:
    office@fpsb.at

    Website: www.cfp.at/

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    Brazil

    Planejar – Associação Brasileira de Planejadores Financeiros

    Rua Joaquim Floriano, 1120 – Conj 62 – 04534-004 – Itaim Bibi São Paulo, Brazil

    Tel:
    + 55 11 4280-8520
    Email:
    planejar@planejar.org.br

    Website: www.planejar.org.br

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    Canada

    FP Canada

    902-375 University Avenue, Toronto, Ontario M5G 2J5 Canada

    Tel:
    +1-416-593-8587
    Fax:
    +1-416-593-6903
    Email:
    info@fpcanada.ca

    Website: www.fpcanada.ca/

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    People's Republic of China

    Financial Planning Standards Board China Ltd. (Shanghai)

    o Room 708, Changtai International Finance Building, 1589 Century Avenue, Pudong New Area, Shanghai

    Tel:
    +86-21-6095-1535
    Fax:
    +86-21-6095-1533
    Email:
    info@fpsbchina.cn

    Website: www.fpsbchina.cn

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    Chinese Taipei

    Financial Planning Association of Taiwan (FPAT)

    1306 room, 13th floor, No. 88, Sec. 2, Chung Hsiao E. Road Taipei 100, Chinese Taipei

    Tel:
    +886 (2) 2396-5698
    Fax:
    +886 2 2396 5606
    Email:
    hank@tabf.org.tw

    Website: www.fpat.org.tw

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    France

    Association Francaise des Conseils en Gestion de Patrimoine Certifiés (CGPC)

    32 place Saint Georges 75009 Paris, France

    Tel:
    +33 (01) 40 06 08 08
    Fax:
    +33 (01) 40 06 96 23
    Email:
    info@cgpc.fr

    Website: www.cgpc.fr

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    Germany

    Financial Planning Standards Board Deutschland e.V. (FPSB Deutschland)

    Eschersheimer Landstrasse 61-63, 60322 Frankfurt am Main, Germany

    Tel:
    +49 (069) 9055938-0
    Fax:
    +49 (069) 9055938-10
    Email:
    info@fpsb.de

    Website: www.fpsb.de

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    Hong Kong

    Institute of Financial Planners of Hong Kong Ltd. (IFPHK)

    13/F, Causeway Bay Plaza 2, 463-483 Lockhart Road, Hong Kong

    Tel:
    +852 2982 7888
    Fax:
    +852 2982 7777
    Email:
    info@ifphk.org

    Website: www.ifphk.org

  •  

    Indonesia

    Financial Planning Standards Board Indonesia (FPSB Indonesia)

    EightyEight@Kasablanka Office Tower A 32nd Floor, Unit F Jl. Raya Casablanca Kav. 88 Jakarta 12870, Indonesia

    Tel:
    +62 21 223-6026
    Fax:
    +62 21 223-6024
    Email:
    info@fpsbindonesia.net

    Website: www.fpsbindonesia.net

  •  

    Ireland

    FPSB Ireland Ltd.

    185a Kimmage Road West, Dublin 12, Ireland

    Tel:
    +353 1 4550150
    Fax:
    +353 (1) 455 4530
    Email:
    info@fpsb.ie

    Website: www.fpsb.ie

  •  

    Japan

    Japan Association for Financial Planners (JAFP)

    5F Toranomon Towers Office, 4-1-28 Toranomon, Minato-ku, Tokyo, Japan 105-0001

    Tel:
    +81-3-5403-9700
    Fax:
    +81-3-5403-9701
    Email:
    info@jafp.or.jp

    Website: www.jafp.or.jp

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    Malaysia

    Financial Planning Association of Malaysia (FPAM)

    Unit 305, Block A, Phileo Damansara I Jalan 16/11, Off Jalan Damansara, Seksyen 16 46350 Petaling Jaya Selangor Darul Ehsan Malaysia

    Tel:
    +6 03 - 7954 9500
    Fax:
    +6 03 - 7954 9400
    Email:
    info@fpam.org.my

    Website: www.fpam.org.my/fpam

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    The Netherlands

    Federatie Financieel Planners (Federation of Financial Planners)

    Herikerbergweg 292, gebouw Vesta, parkeergarage P10 1101 CT Amsterdam, The Netherlands P.O. BOX 16750 1001 RG AMSTERDAM The Netherlands

    Tel:
    +31 (0) 35 30 20 120
    Email:
    info@ffp.nl

    Website: www.ffp.nl

  •  

    New Zealand

    Financial Advice New Zealand

    Level 6, Technology One House, 86 Victoria St, Wellington New Zealand 6011

    Tel:
    +64 4 499 8062
    Fax:
    +64 4 499 8064
    Email:
    info@financialadvice.co.nz

    Website: www.financialadvice.nz

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    Republic of Korea

    Financial Planning Standards Board Korea (FPSB Korea)

    17th Fl. Seongji Bldg., 538 Dohwa 2-dong, Mapo-gu Seoul 121-743, Republic of Korea

    Tel:
    +82-2-3276-7605
    Fax:
    +82-2-3276-7620
    Email:
    info@fpkorea.org

    Website: en.fpsbkorea.org

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    United States

    CFP Board

    1425 K Street NW, Suite 800, Washington, DC., 20005 United States

    Tel:
    +1 (800) 487-1497
    Fax:
    +1 (202) 379-2299
    Email:
    mail@cfpboard.org

    Website: www.cfp.net

  •  

    Israel

    Union of Financial Planners in Israel (UFPI)

    Dov Friedman Street 10 Ramat Gan, 52503 Israel

    Tel:
    +972 3 613 9900
    Fax:
    +972 3 613 9922
    Email:
    office@ufpi.co.il

    Website: ufpi.co.il

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    Turkey

    Finansal Planlama Derneği (FPD)

    Büyükdere Cad. Emlak Kredi Blokları A2 Blok No:33 Kat:8 Levent 34453 Besiktas Istanbul, Turkey

    Tel:
    +90 212 318 32 07
    Fax:
    +90 212 275 75 3
    Email:
    doganmuratergin@gmail.com

    Website: http://fpd.org.tr/

FPSB Member Organizations:



FPSB Associate Members:

 
 
 

Interested in Becoming  a Member Organization?

Member Organization Benefits
Australia

Financial Planning Association of Australia Ltd. (FPA)

As Australia’s leading professional association for financial planners, the Financial Planning Association (FPA) represents the interests of the public and 11,000 members. Founded in 1992 by merger of the International Association for Financial Planning and the Australian Society of Investment and Financial Advisors Limited, the FPA is the only professional body for financial planners in Australia. FPA offers the CERTIFIED FINANCIAL PLANNER certification program, and develops professional, compliance and ethical standards for CFP professionals. In addition, the FPA represents members’ interests with legislators, regulators and consumer bodies.

Austria

Österreichischer Verband Financial Planners (OVFP)

Established in 2000, Österreichischer Verband Financial Planners  is a nonprofit, professional standards-setting organization supported by the financial services sector in Austria, including banking, insurance and independent financial consultants, as well as the legal profession and academicians.

Brazil

Planejar – Associação Brasileira de Planejadores Financeiros

The mission of Planejar – Associação Brasileira de Planejadores Financeiros is to promote the highest professional and ethical standards in the field of financial planning. A self-regulatory organization, Planejar administers the CFP certification program to meet the growing financial planning needs of the Brazilian marketplace.

Canada

FP Canada

FP Canada (formerly Financial Planning Standards Council) is a not-for-profit organization that develops, promotes and enforces professional standards in financial planning through CERTIFIED FINANCIAL PLANNER certification. FP Canada is dedicated to driving value and instilling confidence in financial planning. As a standards-setting and certification body, FP Canada ensures CFP professionals and FP Canada Level 1 ® Certificants in Financial Planning meet appropriate standards of competence and professionalism through rigorous requirements of education, examination, experience and ethics.

People's Republic of China

Financial Planning Standards Board China Ltd. (Shanghai)

FPSB China is the marks licensing authority for the CERTIFIED FINANCIAL PLANNER certification program in mainland China. FPSB China also offers the ASSOCIATE FINANCIAL PLANNER, EXECUTIVE FINANCIAL PLANNER, and CERTIFIED PRIVATE BANKER certification programs, which are accredited by FPSB.

Chinese Taipei

Financial Planning Association of Taiwan (FPAT)

The Financial Planning Association of Taiwan is a nonprofit organization that was formed, with approval from the Ministry of Internal Affairs, by a group of quasi-government organizations, leading educational institutes in financial services training and education, leading global and local financial services companies, and leading financial services industry executives and professionals. FPAT’s goal is to enhance the professional standards of financial planning practitioners and educate the public about the importance of personal financial planning.

Colombia

Asociación Colombiana de Planeación Financiera (ACPF)

Asociación Colombiana de Planeación Financiera’s mission is to unite supporters of financial planning, provide tools that will enable members to reach their professional potential and to benefit consumers looking for competent and ethical professionals who will act with integrity and put clients first. ACPF upholds and supports its mission through its administration of the CERTIFIED FINANCIAL PLANNER certification program.

France

Association Francaise des Conseils en Gestion de Patrimoine Certifiés (CGPC)

Founded in 1997, Association Francaise des Conseils en Gestion de Patrimoine Certifiés is an independent national association and certification body for financial planning in France. CGPC is dedicated to raising standards of financial planning, for raising consumer awareness of the value of financial planning and working with a CFP professional, and for promoting its membership as the most qualified and reliable financial planners in France.

Germany

Financial Planning Standards Board Deutschland e.V. (FPSB Deutschland)

Founded in 1997, FPSB Deutschland administers the CERTIFIED FINANCIAL PLANNER certification program, and develops and supervises quality standards for professional training and education, qualification requirements, and ethical and practice standards for CFP professionals in Germany.

Hong Kong

Institute of Financial Planners of Hong Kong Ltd. (IFPHK)

A nonprofit self-regulatory organization founded in June 2000, The Institute of Financial Planners of Hong Kong fosters professional standards in personal financial planning to benefit the public. IFPHK grants the CERTIFIED FINANCIAL PLANNER certification to qualified financial planning professionals in Hong Kong and Macau, and is committed to promoting the CFP designation as the symbol of excellence in financial planning.

Indonesia

Financial Planning Standards Board Indonesia (FPSB Indonesia)

Established in 2006, FPSB Indonesia is a nonprofit organization offering the REGISTERED FINANCIAL PLANNER and CERTIFIED FINANCIAL PLANNER designations. FPSB Indonesia holds the LSP-P (Professional Certification Body – Proficiency) from BNSP (Indonesian Professionals Certification Authority), a governmental body in charge of certifying professionals. FPSB Indonesia operates to benefit consumers and establish financial planning as a profession in Indonesia.

Ireland

FPSB Ireland Ltd.

Financial Planning Standards Board Ireland Limited (“FPSB Ireland”) is a professional standards-setting body, set up by Life Insurance Association Ireland Limited (“LIA”) and the Institute of Bankers in Ireland to proactively guide the development and promotion of standards for financial planning professionals to benefit and protect the public. FPSB Ireland offers the CERTIFIED FINANCIAL PLANNER certification program to professionalize financial planners in Ireland.

Japan

Japan Association for Financial Planners (JAFP)

A membership and certification/standards-setting body, the Japan Association for Financial Planners was established in November 1987, and introduced CFP certification to Japan in May 1992. JAFP’s purpose is to promote financial planning to the general public and to support practitioners in their journey to become financial planners.

Malaysia

Financial Planning Association of Malaysia (FPAM)

Formed in 1999, FPAM is a nonprofit organization with a mission to raise the standards of competency and ethical practice of qualified financial planners in Malaysia, and to educate the public on the benefits of financial planning. FPAM offers the CERTIFIED FINANCIAL PLANNER certification, and represents individuals from diverse financial services sectors, including insurance, unit trusts, banking, legal services, securities, accounting services, and asset management.

The Netherlands

Federatie Financieel Planners (Federation of Financial Planners)

The Federation of Financial Planners (FFP) is the professional organization for financial planners in The Netherlands, and offers the CERTIFIED FINANCIAL PLANNER certification program in addition to the FFP quality mark.With approximately 4,000 members, the FFP is the largest European organization of financial planners. FPSB Nederland, which first offered CFP certification in the territory in 2009, merged with FFP in 2015.

New Zealand

Financial Advice New Zealand

Financial Advice New Zealand is the professional body representing financial planners, investment advisers and insurance advisers in New Zealand. Members are required to meet standards of education, experience, examination and ethics. Financial Advice New Zealand awards the CERTIFIED FINANCIAL PLANNER certification to members, upon qualification.

Republic of Korea

Financial Planning Standards Board Korea (FPSB Korea)

FPSB Korea is the certification and standards-setting body for financial planning in the Republic of Korea, and administers the territory’s CERTIFIED FINANCIAL PLANNER certification program. FPSB Korea’s mission is to improve the professionalism of the financial services industry and benefit and protect the public by upholding rigorous standards for financial planners.

Singapore

Financial Planning Association of Singapore (FPAS)

Established in 1998, the Financial Planning Association of Singapore (FPAS) is a nonprofit professional association dedicated to developing and promoting the provision of unbiased financial advice to the Singaporean public. FPAS, which offers the CERTIFIED FINANCIAL PLANNER designation, has received overwhelming support from many of the largest financial institutions in Singapore.

South Africa

Financial Planning Institute of Southern Africa (FPI)

The Financial Planning Institute of Southern Africa is the leading, independent representative body of professional financial planners in South Africa. The FPI works to ensure that South Africans have access to the services of competent, ethical financial planners who will place their interests first. Many top financial institutions have adopted the FPI as an independent standards partner, and FPI members include both general practitioners and specialists in particular branches of financial planning.

Switzerland

Swiss Financial Planners Organization (SFPO)

The Swiss Financial Planners Organization is a credentialing, licensing, standards-setting and disciplinary body with a mission to benefit and protect the public by: setting the qualification for initial professional certification; protecting the CFP certification mark and the service marks CERTIFIED FINANCIAL PLANNER™ and CFP ® in Switzerland; enhancing the professionalism of those engaged in the exercise and pursuit of personal financial planning; informing the public about ongoing national and international financial planning issues; and lobbying governmental entities in the field of financial planning.

Thailand

Thai Financial Planners Association (TFPA)

The Thai Financial Planners Association (TFPA) is a nonprofit regulatory organization that sets high professional standards and an ethical framework for financial planning practitioners in Thailand. The organization, established as an association under the Ministry of Commerce, through the collaboration of The Stock Exchange of Thailand (SET) and the Thai Financial Planners Club (The Club), offers the CERTIFIED FINANCIAL PLANNER certification program.

United Kingdom

Chartered Institute for Securities & Investment (CISI)

The Chartered Institute for Securities and Investment (CISI) is the professional body of choice for professionals in the securities and investment industry in the U.K. and in a growing number of major financial centers globally. The Institute of Financial Planning (IFP), which served as the founding Member of FPSB in the U.K., merged with Chartered Institute for Securities and Investment (CISI) in November 2015. CISI now administers the CFP certification program in the U.K. Its goal is to bring the highest standards of professionalism to all areas of the financial services industry and provide additional strength and an even greater presence in the financial planning sector.

United States

CFP Board

CFP Board is a nonprofit organization acting in the public interest by fostering professional standards in personal financial planning through its setting and enforcement of the education, examination, experience, ethics and other requirements for CFP certification. Our mission is to benefit the public by granting the CFP ® certification and upholding it as the recognized standard of excellence for competent and ethical personal financial planning. CFP Board owns the CERTIFIED FINANCIAL PLANNER, CFP and CFP CFP Mark marks in the United States.

Israel

Union of Financial Planners in Israel (UFPI)

UFPI, established in October 2011, partners with FPSB to offer CFP certification in Israel. UFPI’s mission is to support financial professionals in learning the right abilities, skills and knowledge to deliver competent, ethical financial planning to clients.

Turkey

Finansal Planlama Derneği (FPD)

Founded in 2014, Finansal Planlama Derneği is a nonprofit organization preparing to offer CFP certification in Turkey. The mission of FPD is to introduce and develop the financial planning profession in Turkey, and to support qualified financial planning professionals in their efforts to help the citizens of Turkey attain their financial goals.

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