FPSB | Financial Planning Standards Board

FPSB | Financial Planning Standards Board

Live your today.
Plan your tomorrow. ™

Whether you need help navigating your financial reality today, or preparing to reach long-term goals, a CERTIFIED FINANCIAL PLANNER professional is there to help. Because even when life is uncertain, you are in control of your financial future.

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.

Access the global standards

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.

Access cross-border tool

 
 

CFP Certification – Global Excellence in Financial Planning

CFP certification is the only globally recognized mark of professionalism for financial planning. Find out what it takes to become a CERTIFIED FINANCIAL PLANNER professional.

CFP CERTIFICATION REQUIREMENTS

 

 

CFP-marks-large

Over 213,000 CFP
Professionals Worldwide

FPSB's Global Network
 

Live Your Today. Plan Your Tomorrow.

With a CERTIFIED FINANCIAL PLANNER Professional

Global consumer research conducted by FPSB found that people who work with a CERTIFIED FINANCIAL PLANNER professional feel more satisfied, more confident in achieving their financial and life goals, more knowledgeable about financial matters, and more successful at sticking to their financial strategies.

FPSB RESEARCH FINDINGS
 
 
 

Shape the Future of the Global Financial Planning Profession

FPSB affiliate organizations are the premier financial planning professional and certification bodies in their territories, collaborating with FPSB at the global level to lead the financial planning profession through knowledge sharing, standards development and thought leadership.

Join the FPSB Network
 
 

FPSB in the News

FPSB Welcomes New Chairperson and Board Leaders to Support Worldwide Professional Standards in Financial Planning

10 April 2023

DENVER, COLO – 11 April 2023 – Financial Planning Standards Board Ltd. (FPSB) is pleased to announce new leadership positions… read more

Recent News Releases

  1. Financial Planning Standards Board Updates Global Financial Planning Standards to Reflect Evolving Client Needs

    02 April 2023

    DENVER, COLO – 3 April 2023 – Financial Planning Standards Board Ltd. (FPSB), the standards-setting body for the global… read more

  2. Financial Planning Standards Board Seeks Candidates for 2024 Board of Directors

    Press Release   |   20 March 2023

    DENVER, COLO – 20 March 2023 – Financial Planning Standards Board Ltd. (FPSB), the standards-setting body for the global… read more

  3. CERTIFIED FINANCIAL PLANNER Professionals Worldwide Surpasses 213,000

    Press Release   |   06 February 2023

    Number of CFP professionals has increased ten-fold since 1990, when CFP certification first went international DENVER – 7… read more

  4. Financial Planning Standards Board Names 2023 Leadership from Australia, Brazil, Canada, Ireland, Japan, the Netherlands and Singapore

    Press Release   |   08 November 2022

    DENVER, COLO –  Financial Planning Standards Board Ltd. (FPSB), the standards-setting body for the global financial planning… read more


See all FPSB News

Infographics & Videos

Infographic: 2022 Global CFP Professional Growth

Infographic: The Value of Financial Planning

Infographic: Life’s Better with a CFP Professional

Video: The Value of Financial Planning

Video: Why Firms Value CFP Certification