FPSB’s Members comprise the leading financial planning organizations on six continents. These organizations are committed to developing, promoting and enforcing world-class standards for financial planning professionalism, and all offer the globally recognized CFP certification program in their territories.

 

Benefits of FPSB Membership

FPSB membership provides the exclusive opportunity for organizations to offer the prestigious CERTIFIED FINANCIAL PLANNER certification in a territory. In addition, membership unlocks access to global standards, policies, FPSB’s advocacy program, and knowledge-sharing events within the FPSB network. FPSB member organizations also benefit from global research initiatives, issues analysis, development and training to enhance their territory-specific certification programs. FPSB member organizations are preeminent financial planning standards authorities in their territories who share FPSB’s vision to establish financial planning as a global profession.

FPSB Member Benefits
 
 

The Path to FPSB Membership

FPSB Membership generally follows a two-step process, in which prospective Members develop a business plan and petition for Associate membership, then execute their business plan and prepare their CFP certification program before petitioning to become Affiliate Members. Only Affiliate Members have the exclusive ability to offer CFP certification in their territories.

FPSB’S MEMBERSHIP PROCESS

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Ready to learn more?

We invite you to help shape the future of financial planning – in your territory and around the world. To learn more about offering the CFP certification, Member benefits and dues, contact us today.

Inquire about Membership