Financial Planning Standards Board

Promoting the Value of Financial Planning

Consumers worldwide feel challenged by their finances, but aren’t sure whom to trust for professional financial planning advice. Financial Planning Standards Board Ltd. (FPSB) establishes, upholds and promotes worldwide professional standards for financial planning to foster public confidence in the financial planning profession. FPSB demonstrates its commitment to excellence through its ownership of the international CERTIFIED FINANCIAL PLANNER certification program outside the United States.

What is Financial Planning?

Fintech and the Future of Financial Planning

Download FPSB’s Fintech and the Future of Financial Planning report to join the global financial planning community’s conversation on:

Trends driving the demand for fintech tools
The role for fintech in financial planning
Which consumers will/should use automated advice tools
Future innovations in fintech
How regulators can oversee such a dynamic and complex field
How the global financial planning community can adjust to automated advice

Click here to download the report.

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