FPSB's Financial Planning Curriculum Framework
Download a PDF of FPSB’s Financial Planning Curriculum Framework.
Education and training programs for financial services qualifications and professional certifications increasingly rely on a competency-based approach, whereby a curriculum’s learning outcomes and theoretical knowledge connect to appropriate practice outcomes or competencies for a given job function.
In any national education system, curriculum documents are written in broad terms that do not directly address the unique needs of individual institutions or specific groups of students. Consequently, educators need to translate curriculum frameworks into specific teaching programs of sufficient detail to guide day-to-day courses and activities.
In developing a global education standard for financial planning, FPSB developed learning outcomes and content for its Financial Planning Curriculum Framework that relate to the abilities, skills and knowledge needed to practice financial planning (as defined by FPSB’s Financial Planner Competency Profile). By linking the Financial Planning Curriculum Framework directly to its Financial Planner Competency Profile, FPSB encourages educators to be directed by the actual practice of financial planning when developing financial planning curricula, so that students develop thinking and capabilities that prepare them to practice as competent financial planning professionals.
FPSB’s Financial Planning Curriculum Framework provides an outline for structuring financial planning education modules and courses, and reinforces globally consistent learning outcomes and standards among these courses. The Curriculum Framework highlights the inter-relationships among module, program and qualification/practice and among teaching, learning and assessment, and supports program comparison and student mobility within a territory and internationally. FPSB’s Financial Planning Curriculum Framework consists of:• Financial Planning Body of Knowledge Topic Categories
• Financial Planning Curriculum Learning Level Descriptor
• Financial Planning Curriculum Components
• Financial Planning Curriculum Learning Outcomes
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