Establishing Financial Planning as a Global Profession

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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 Names 2018 Leadership

    08 November 2017

    CAPE TOWN, SOUTH AFRICA – 8 NOVEMBER 2017 – At its semiannual meeting in Cape Town in October, Financial Planning Standards… read more

  2. Financial Planning Standards Board Hosts First World Financial Planning Day During IOSCO’s World Investor Week

    14 September 2017

    DENVER, CO – 14 SEPTEMBER 2017 – Financial Planning Standards Board Ltd. (@FPSB), the global standards-setting body for… read more

  3. Global Financial Planning Community Sees Client-First Duty of Care as Best Way to Protect Elders Seeking Financial Advice

    27 June 2017

    DENVER, CO – 27 JUNE 2017 – Financial Planning Standards Board Ltd. (FPSB), the global standards-setting body for financial… read more

  4. FPSB Europe Responds to European Commission’s Consultation on Fintech in the European Financial Sector

    20 June 2017

    Response Represents Combined View of Eight Financial Planning Professional Bodies in Europe and Neighboring Countries DENVER, CO… 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

 

 

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Over 170,000 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 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