Live your today.

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.

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.

 
 

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 203,000 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


Recent News Releases

  1. Financial Planning Standards Board Ltd. Names Dante De Gori, CFP, As New CEO

    Press Release   |   27 October 2022

    De Gori to Assume Role 1 January 2023 DENVER, COLO – 27 October 2022 –  Financial Planning Standards Board Ltd. (FPSB), the… read more

  2. IOSCO Secretary General, FPSB CEO Discuss the Impact of Financial Planning on Investor Resilience This World Financial Planning Day

    Press Release   |   30 September 2022

    To access the FPSB-IOSCO Virtual Fireside Chat, information on territory events hosted by FPSB Affiliates and financial planning… read more

  3. FPSB, Global CFP Professional Community Promote Value of Financial Planning During 6th World Financial Planning Day

    Press Release   |   22 August 2022

    Financial Planning Standards Board Joins International Organization of Securities Commissions to Raise Awareness of, Promote… read more

  4. Financial Planning Standards Board Appoints Elle Manton as Director of Communications

    Press Release   |   06 July 2022

    DENVER, COLO – 6 JULY 2022 – Financial Planning Standards Board Ltd. (FPSB), the standards-setting body for the global… read more


See all FPSB News