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.

Learn More About World Financial Planning Day 2020

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

 

 

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Nearly 190,000 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 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 Names J.D. McCartney Chief Communications Officer

    Press Release   |   11 June 2020

    NEW YORK, NY – 11 JUNE 2020 – Financial Planning Standards Board Ltd. (FPSB), the organization that leads the global financial… read more

  2. Financial Planning Standards Board Launches New Pathway to CERTIFIED FINANCIAL PLANNERCM Certification in India

    Press Release   |   01 June 2020

    DENVER, CO – 01 JUNE 2020 – Financial Planning Standards­ Board Ltd. (FPSB Ltd.), owner of the CERTIFIED FINANCIAL PLANNERCM… read more

  3. Financial Planning Standards Board Seeks Candidates for 2021 Board of Directors

    05 May 2020

    DENVER, CO – 05 May 2020 – Financial Planning Standards Board Ltd. (FPSB), owner of the international CERTIFIED FINANCIAL… read more

  4. South African CFP Professional Joins Financial Planning Standards Board to Lead Stakeholder Engagement Function

    Press Release   |   16 March 2020

    DENVER, CO – 16 MARCH 2020 – Financial Planning Standards­ Board Ltd. (FPSB Ltd.), owner of the international CERTIFIED… read more


See all FPSB News