10 posts found.
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Yu Gao
02 April 2024Yu Gao serves as a member of FPSB China’s Academic Advisory Committee and has held several leadership roles with Morgan Stanley Asia Ltd. including…
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Colin Slabach, Ph.D., CFP, RICP
02 April 2024Colin Slabach, Ph.D., CFP, RICP is a Clinical Assistant Professor and faculty lead at New York University, and previously served as Professor of…
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Eunice Chun Hei Chan, Chartered Banker, CFP, IFP
02 April 2024Eunice Chun Hei Chan, Chartered Banker, CFP, IFP, is a Senior Executive Vice President, Head of Retail Wealth Management and Segment, Group Wealth…
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Financial Planning Standards Board Seeks Candidates for 2025 Board of Directors
Press Release | 27 March 2024DENVER, COLO – 27 March 2024 – Financial Planning Standards Board Ltd. (FPSB), the standards-setting body for the global financial planning…
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Carly Cabral
27 February 2024Carly Cabral is the Administrative Assistant at FPSB. She supports the Executive Administrator and helps to manage day-to-day operations of the…
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Number of CFP professionals worldwide increases 5.1% to meet the growing demand for financial planning advice
Press Release | 14 February 2024Global CFP professional community reaches all-time high of 223,770
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DENVER, COLO – 15 February 2024 – With more than 50% of people who have… -
FPSB Italia
24 January 2024 Read More -
FPSB Ltd. Elects 2024 Leadership from Brazil, Canada, China, Ireland, Malaysia, South Africa and the U.S.
Press Release | 13 December 2023Leaders from around the globe will join the FPSB Board of Directors to help drive FPSB’s vision, mission and strategies that support worldwide…
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CFP certification launches in Italy
Press Release | 25 October 2023DENVER, COLO – 25 October 2023 – To drive excellence in the practice of financial planning, Financial Planning Standards Board Ltd. (FPSB Ltd.),…
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Celebrating outstanding contributions to the financial planning profession, globally: inaugural FPSB award recipient announced
Press Release | 18 October 2023DENVER, COLO – 18 October 2023 – Financial Planning Standards Board Ltd. (FPSB), the nonprofit standards-setting body for the global financial…
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