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FINANCIAL PLANNING STANDARDS BOARD LTD.

FPSB is a nonprofit association that manages, develops and operates certification, education and related programs for financial planning organizations so they may benefit the global community by establishing, upholding and promoting worldwide professional standards in financial planning. More →

 

CFP

Financial Planning Standards Board Ltd. owns the marks above outside the U.S. and permits qualified individuals to use these marks to indicate that they have met FPSB's initial and ongoing certification requirements.


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International Experts Develop Financial Planning Education Course

DENVER – 23 July 2010 – FPSB convened an international panel of financial planning practitioners, educators and certification experts this week to develop an integrated financial planning education course.
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FPSB Panel Designs New Learning and Assessment Tools

DENVER – 23 July 2010 – FPSB convened a panel of international financial planning experts this week to develop tools and content to guide entrants to the financial planning profession on how to develop viable financial plans.
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FPSB "BIIC" Members Lead Global Growth

DENVER - 8 July 2010 - FPSB Members in Brazil, India, Indonesia and China achieved an average of 19.25 percent growth in the number of CFP professionals in the first three months of 2010.
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FPSB Announces Summit Recommendations

TAIPEI - 29 April 2010 - FPSB announces 20 recommendations to drive financial planning's emergence as a recognized profession globally. World Financial Planning Summit attendees developed the recommendations during the one-day event in Taipei.
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2010 World Financial Planning Summit Wrap-Up Materials

FPSB hosted its inaugural World Financial Planning Summit on 21 April in Taipei.  Download Summit speech transcripts and PowerPoint presentations, news releases and other information here.
Download the 2010 Summit Wrap Up

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