FPSB has charted an ambitious course to build the financial planning profession  around the world and benefit the public for generations to come.

Our strategic framework – LASER – Leadership, Awareness, Standards, Engagement and Recognition

Leadership

FPSB is the preeminent international financial planning standards authority for competent and ethical financial planners. CFP certification is the standard of excellence for financial planning professionalism worldwide.

  • FPSB leads the financial planning profession and professional financial advice space through a robust strategy, well-defined standards and high-quality content.
  • FPSB has established an effective governance structure.
  • FPSB has established diversified revenue sources.
  • FPSB has grown the number of CFP professionals in existing territories.
  • FPSB has grown the number of territories offering CFP certification.
  • FPSB has programs in place to facilitate effective entry into new territories and continued development of existing Members.
  • FPSB can align pathway programs in territories to FPSB’s standards and CFP certification.
  • FPSB has identified and developed global positions on key issues.

Awareness

The public is aware of the value of the financial  planning process and of CFP certification.

  • FPSB and member organization have a common global branding and promotion strategy for CFP certification.
  • FPSB has clearly defined and promotes the distinct value of financial planning and CFP certification.
  • FPSB and Members measure public awareness of the value of financial planning and CFP certification in existing Member territories.
  • FPSB leverages technology to support the public’s engagement with financial planning and CFP professionals.
  • FPSB can demonstrate the benefit of financial planning and working with a CFP professional.

Standards

FPSB has established standards of excellence for financial planning, and Members and stakeholders are in full compliance with CFP certification program standards.

  • FPSB has defined a set of standards for the global financial planning profession.
  • FPSB Members have agreed to a core set of high-level standards for CFP certification and are making progress towards meeting them.
  • FPSB has reviewed the CFP certification assessment process to ensure it appropriately assesses financial planner competency.
  • FPSB engages the global academic community to develop the Global Body of Knowledge with additional content to support local application and cross-border practice.
  • FPSB supports the use of the CFP marks across borders through content and technology.
  • FPSB’s global CFP exam component is available for Members.

Engagement

Stakeholders are engaged  in FPSB’s mission and FPSB Members have adequate resources to succeed.

  • FPSB actively convenes conversations with Members that move FPSB and the global profession forward.
  • FPSB member organizations actively engage and cooperate with FPSB and each other to lead the financial planning profession.
  • FPSB engages and leverages Members to mentor and support the development of new and existing Members.

Recognition

Financial planning is recognized as a profession.

  • Territorial authorities have increased recognition of financial planning and view each member organization as leading the profession in the territory.
  • International standards-setting bodies recognize FPSB as the preeminent international standards-setting body for the profession.
  • FPSB has identified its value proposition for oversight of the profession and, with Members, can approach regulators/governments to offer solutions.
  • Key stakeholders recognize CFP certification as the premier professional certification for financial planners.
  • Firms engaged in financial planning recognize and support the value of CFP certification and FPSB’s standards globally.