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.
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.
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