Establishing Financial Planning as a Global Profession

Learn More about Our Standards

A Message About COVID-19:

While none of us knows how long this pandemic will continue, FPSB Ltd. remains committed to you, and to benefiting the global community by establishing, upholding and promoting worldwide professional standards in financial planning.

We wish you good health, and hope that you, your loves ones and your clients stay safe and feel supported. We know that we will come through this together and come out of it stronger. As we continue to adjust to this new normal, it provides an opportunity for each of us to reflect on who and what matters most to us, and to be grateful for the professions and professionals who step forward on our behalf.

Gratefully,

FPSB Ltd. Team


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.

 
 

FPSB in the News


Recent News Releases

  1. Number of CERTIFIED FINANCIAL PLANNERCM Professionals in India Increased By 26% Over Previous Year

    Press Release   |   11 March 2020

    DENVER, CO – 12 MARCH 2020 – Financial Planning Standards­ Board Ltd. (FPSB Ltd.), owner of the international CERTIFIED… read more

  2. Financial Planning Standards Board Announces 2020 Priorities

    05 March 2020

    DENVER, CO – 05 MARCH 2020 – Financial Planning Standards­ Board Ltd. (FPSB Ltd.), owner of the international CERTIFIED… read more

  3. Financial Planning Standards Board Reports Record Number of CERTIFIED FINANCIAL PLANNER Professionals Worldwide

    25 February 2020

    DENVER, CO – 25 FEBRUARY 2020 – Financial Planning Standards­ Board Ltd. (FPSB), owner of the international CERTIFIED… read more

  4. FPSB Europe Supports European Regulatory Efforts to Make It Easier for Consumers to Compare Investment Products

    14 January 2020

    DENVER, CO – 14 JANUARY 2020 – European affiliate organizations of Financial Planning Standards Board Ltd. (FPSB Ltd.), the… read more


See all FPSB News
 
 

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

Nearly 190,000 CFP
Professionals Worldwide

FPSB's Global Network
 

Life’s Better 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