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FPSB Membership Application

Thank you for your interest in becoming a member of FPSB.  Global interest in CFP certification has never been stronger, and we welcome entering into discussions with you.  To ensure that you are fully aware of the obligations of FPSB membership, please familiarize yourself with FPSB's Criteria for Associate Membership.

To request more information about FPSB membership, kindly submit a request for information to This e-mail address is being protected from spambots. You need JavaScript enabled to view it  with the following information included in the e-mail and FPSB staff will respond to you promptly.

  • Contact name;

  • Organization name in your native language and English;

  • Corporate identification number or seal;

  • Confirmation of legal incorporation as a nonprofit entity or its equivalent;

  • A statement that your organization is interested in pursuing Associate membership in FPSB and developing a CFP certification program in your territory;

  • Signature from a duly authorized officer of your organization on corporate letterhead;

  • Business address;

  • Telephone number;

  • E-mail address; and

  • Territory.

 
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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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