CFP certification launches in Italy
DENVER, COLO – 25 October 2023 – To drive excellence in the practice of financial planning, Financial Planning Standards Board Ltd. (FPSB Ltd.), the standards-setting body for the global financial planning profession, announced at the FPSB Global Meeting 2023 in Singapore held 17-19 October that FPSB Italia has joined its global network of professional financial planning bodies as an Associate to bring the CFP certification program to Italy.
“With the shift of openness and transparency in the European financial market, the financial planning landscape in Italy is becoming more diversified with independent financial institutions and advisors,” said FPSB CEO Dante De Gori, CFP. “This presents an opportune time to partner with FPSB Italia to bring CFP certification to Italy, and welcome it as an Associate in our global network of organizations.”
CFP certification is the hallmark of excellence in the global financial planning profession. CFP professionals undergo extensive training and education to gain a deep understanding of financial planning principles and strategies to provide comprehensive and holistic financial planning advice. Earning CFP certification symbolizes a financial planning professional’s commitment to rigorous standards of competency and ethics and offers unparalleled value to both professionals and their clients.
With more than 213,000 CFP professionals worldwide, financial planning practitioners in Italy will be able to join a robust network of professionals who are committed to professionalism in financial planning and to the advancement of the global financial planning profession.
“Italy is one of the world’s largest economies, which means financial planning delivered by those who commit to rigorous standards of competency, ethics and practice and to putting clients’ interests first is becoming rapidly more important,” said FPSB Italia President Antonio Soldi. “To this end, we are pleased to partner with FPSB to introduce the CFP certification program in Italy to help financial planning professionals in this country commit to excellence in financial planning and help consumers connect with those who have committed to putting their interests first.”
“FPSB is pleased to welcome FPSB Italia as an Associate to its global network of organizations across the world to establish financial planning as a global profession with CFP marks the global symbol of excellence in financial planning,” added De Gori. “We are grateful to FPSB Italia for pioneering CFP certification in Italy and we look forward to our continued work with them.”
The first cohort of CFP professionals in Italy was announced at the Consultique Annual Conference in Verona, Italy on 25 October. Financial planning professionals interested in starting their journey to earn CFP certification in Italy can get more information on LinkedIn or the FPSB Italia website at fpsb.it when it launches in early 2024.
FPSB manages, develops and operates certification, education and related programs to benefit the global community by establishing, upholding and promoting worldwide professional standards in financial planning. FPSB demonstrates its commitment to excellence with the marks of professional distinction – CFP, CERTIFIED FINANCIAL PLANNER and . FPSB and the FPSB global network administer CFP certification and other programs in the following territories: Australia, Austria, Brazil, Canada, Chinese Taipei, Colombia, France, Germany, Hong Kong, India, Indonesia, Ireland, Israel, Italy, Japan, Malaysia, the Netherlands, New Zealand, People’s Republic of China, Peru, Republic of Korea, Singapore, South Africa, Switzerland, Thailand, Turkey, the United Kingdom and the United States. At the end of 2022, there were 213,002 CFP professionals worldwide. For more, visit fpsb.org.
FPSB owns the CFP, CERTIFIED FINANCIAL PLANNER and (the CFP Marks) outside the United States, and permits qualified individuals to use the marks to indicate that they meet FPSB’s initial and ongoing certification standards and requirements. CFP professionals may use the CFP marks in the territory or region in which they are certified.
About CFP Certification
CFP certification is the global symbol of excellence in financial planning and represents financial planners who commit to standards of competency and ethics, and to putting clients’ interests first. The CERTIFIED FINANCIAL PLANNER credential represents financial planning professionals who commit to better serving their clients through rigorous international standards, ethical practices and lifelong learning.
About FPSB Italia
FPSB Italia’s mission is to support and enhance Italian financial planning standards to benefit the public. It is dedicated to introducing the globally recognized CERTIFIED FINANCIAL PLANNER certification into Italy.
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CFP Certification Global excellence in financial planning™
FPSB Senior Manager of Communications and Content