World Financial Planning Day — Plan Well to Live Well


Business People with Cards and Smart Phone, Beyoglu, Istanbul, Turkey

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. Financial Planning Standards Board Seeks Candidates for 2020 Board of Directors

    29 April 2019

    DENVER, CO – 29 APRIL 2019 – Financial Planning Standards Board Ltd. (FPSB), owner of the international CERTIFIED FINANCIAL… read more

  2. Financial Planning Standards Board Launches New Model CERTIFIED FINANCIAL PLANNER Certification Program in Peru

    04 April 2019

    FPSB Recognized First Group of Level 1 Candidates for CFP Certification in Peru, With Plans to Expand to Other Pacific-Alliance… read more

  3. Financial Planning Standards Board Provides Feedback on OECD Financial Literacy and Education Recommendations

    05 March 2019

    DENVER, CO – 05 MARCH 2019 – Financial Planning Standards­ Board Ltd. (FPSB), owner of the international CERTIFIED FINANCIAL… read more

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

    14 February 2019

    DENVER, CO – 14 FEBRUARY 2019 – Financial Planning Standards­ Board Ltd. (FPSB), owner of the international CERTIFIED… 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.





Over 181,000 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.


Shape the Future of the Global Financial Planning Profession

FPSB member 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