Thursday, Apr 04, 2019

Financial Planning Standards Board Launches New Model CERTIFIED FINANCIAL PLANNER Certification Program in Peru

FPSB Recognized First Group of Level 1 Candidates for CFP Certification in Peru, With Plans to Expand to Other Pacific-Alliance Countries Within the Year

Lima, Peru – 4 April 2019 – At a certification ceremony held in Lima, Peru, last week, Financial Planning Standards Board Ltd. (FPSB), owner of the international CFP certification program outside the United States, recognized the world’s first group of FPSB® Accredited Investment Advisors and launched the CFP® Professional Society Peru.

The 13 financial professionals recognized as Level 1 candidates for CFP certification completed 48 hours of coursework in investment planning and asset management; regulatory environment, law and compliance; and personal and professional ethics, and successfully passed FPSB’s one-and-a-half-hour certification exam. Later this year, these individuals will advance to FPSB’s Level 2 and Level 3 programs – covering personal financial management; risk management and insurance planning; and retirement planning, as well as financial planning principles, process and skills; tax planning; estate and wealth planning; and integrated financial planning – with the opportunity to obtain CFP certification and join the community of more than 181,000 CERTIFIED FINANCIAL PLANNER professionals worldwide.

Through a partnership with El Dorado Investments, FPSB launched its new model certification program to facilitate easier entry to a career in financial planning, and the CFP Professional Society Peru to foster and grow the financial planning profession in Peru. The effort relied on the support of Peruvian, South American and global banks, wealth management and investment firms.

“We applaud the commitment and achievement of the inaugural group of FPSB Accredited Investment Advisors in Peru, and the firms employing them,” said Noel Maye, FPSB CEO. “In addition to being the first to be recognized as Level 1 candidates for CFP certification in Peru, this group of 13 practitioners helped launch FPSB’s new business model for CFP certification, to be rolled out later this year in the Pacific Alliance region, and globally after that.”

Melvin Escudero, president of El Dorado Investments, said: “We are pleased to partner with FPSB to bring the world-famous CFP certification program to Peru, and to contribute to building the professionalism and competencies of Peru’s financial advisors and wealth managers.” Escudero added, “We look forward to launching the next Level 1 program before the beginning of May, and to introducing the Level 2 and 3 programs with FPSB not only in Peru, but throughout the Pacific Alliance region in Chile, Colombia and Mexico for the benefit of society.”

About FPSB

FPSB manages, develops and operates certification, education and related programs for financial planning organizations 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, CFP Logo Mark, FPSB and Plinth Logo Mark – which it owns outside the United States, including in Peru. The FPSB global network consists of organizations in the following 27 territories: Australia, Austria, Brazil, Canada, Chinese Taipei, Colombia, France, Germany, Hong Kong, India, Indonesia, Ireland, Israel, Japan, Malaysia, New Zealand, the Netherlands, the People’s Republic of China, Peru, the Republic of Korea, Singapore, South Africa, Switzerland, Thailand, Turkey, the United Kingdom and the United States. At the end of 2018, there were 181,360 CFP professionals worldwide. For more, visit fpsb.org.

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