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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 →


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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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NUMBER OF CFP PROFESSIONALS WORLDWIDE NEARS 162,000

CERTIFIED FINANCIAL PLANNER Certification Developed, Offered in 26 Territories Worldwide
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GLOBAL SURVEY BY FINANCIAL PLANNING STANDARDS BOARD FINDS CONSUMERS LACK STRONG CONFIDENCE IN ACHIEVING THEIR FINANCIAL GOALS

FPSB Survey of 19,000+ Consumers in 19 Countries and Territories Shows Greater Optimism and Preparedness Among Those Working with CERTIFIED FINANCIAL PLANNER Professionals.
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FINANCIAL PLANNING STANDARDS BOARD NAMES 2016 LEADERSHIP

At its semiannual meeting in Tokyo in October, Financial Planning Standards Board Ltd. (FPSB), owner of the international CERTIFIED FINANCIAL PLANNER certification program outside the U.S., named the following three individuals to serve four-year terms on its Board of Directors, starting 1 April 2016.
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FINANCIAL PLANNING STANDARDS BOARD UPDATES GLOBAL BODY OF KNOWLEDGE FOR FINANCIAL PLANNING PROFESSION

At its semiannual meeting in Tokyo, Financial Planning Standards Board Ltd. (FPSB), owner of the international CERTIFIED FINANCIAL PLANNER certification program outside the United States, approved updates to FPSB’s Financial Planner Competency Profile, Financial Planning Education Framework and Financial Planning Practice Standards.
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FINANCIAL PLANNING STANDARDS BOARD WELCOMES NETHERLANDS-BASED FEDERATIE FINANCIEEL PLANNERS TO GLOBAL FINANCIAL PLANNING COMMUNITY

FFP Merger with FPSB Nederland to Unify Dutch Financial Planning Profession, Increase Public Access to CFP Professionals in that Territory.
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FPSB RESPONDS TO ESMA CONSULTATION PAPER

FPSB submitted a response to a European and Securities Markets Authority (ESMA) consultation paper regarding guidelines for the assessment of knowledge and competence for investment firm personnel giving investment advice or information about financial products and services.
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FINANCIAL PLANNING STANDARDS BOARD NAMED AFFILIATE MEMBER OF OECD-INFE; ENDORSED NATIONAL FINANCIAL LITERACY GUIDELINES FOR NONPROFITS

Paris, FR - 28 April 2015 - Financial Planning Standards Board Ltd. (FPSB), owner of the international CERTIFIED FINANCIAL PLANNER certification program outside the United States, was recognized as an affiliate member of the OECD International Network on Financial Education (INFE) at FPSB's April Global Member Meeting in Paris.  
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FINANCIAL PLANNING STANDARDS BOARD NAMES NANCY KISTNER TO 2015 BOARD OF DIRECTORS

DENVER, CO - 17 March 2015 - Financial Planning Standards Board Ltd. (FPSB), owner of the international CERTIFIED FINANCIAL PLANNER certification program outside the United States, named Nancy Kistner, CFP, to its Board of Directors for a four-year term beginning on 01 April 2015.  
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