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 certification 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

World Financial Planning Day Returns To Celebrate the Value of Financial Planning

Press Release   |   08 August 2023

FPSB to host its seventh annual World Financial Planning Day to coincide with International Organization of Securities Commissions… read more

Recent News Releases

  1. FPSB India Names Krishan Mishra As New CEO

    Press Release   |   03 July 2023

     Mishra to assume role 1 August 2023  Mumbai, India – 04 July 2023 ─ FPSB India today announced that Krishan Mishra has… read more

  2. New Online Tool Provides Guidance to CFP Professionals Seeking Certification Across Borders in Asia-Pacific

    Press Release   |   19 June 2023

    DENVER, COLO – 20 June 2023 – Financial Planning Standards Board Ltd. (FPSB) has launched a new online tool to help CERTIFIED… read more

  3. 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

  4. 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


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