FPSB Corporate Documents
Global Standards for the Financial Planning Profession
CFP Certification Documents
Position Papers
- Response to IOSCO Consultation Report on Retail Distribution and Digitalization (2022)
- Comment to IOSCO C3 on Automated-Advice Tools (2015)
- Response to ESMA Consultation Paper – Investment Services (2015)
- Financial Planner Remuneration
- Response to IOSCO’s Suitability Principles Paper (2012)
- Regulation and Oversight of the Financial Planning Profession (2010)