Global standards updated to reflect evolving client needs
FPSB’s Global Financial Planning Standards have been updated in 2023 to reflect the changing needs and expectations of consumers, as well as the evolution in the practice of financial planning by professionals.
Asia-Pacific cross-border online tool for CFP professionals
FPSB’s cross-border certification tool helps
CFP professionals in Asia-Pacific (APAC) who are looking to move territories or work in multiple territories. This tool helps identify:
- requirements to transfer CFP certification from one territory to another within APAC
- how to become eligible for CFP certification in multiple territories within APAC
- what recognition of Continuing Professional Development
applies in different APAC territories.