Financial Planning Standards Board Names 2018 Leadership
CAPE TOWN, SOUTH AFRICA – 8 NOVEMBER 2017 – At its semiannual meeting in Cape Town in October, Financial Planning Standards Board Ltd. (FPSB), owner of the international CERTIFIED FINANCIAL PLANNER certification program outside the U.S., named the following two individuals to serve four-year terms on its Board of Directors, starting 1 April 2018:
- Ana Cláudia Utumi, CFP, Founding Partner, Utumi Advogados
- Garry Muriwai, Former Director of the Bahrain Institute of Banking and Finance
“FPSB’s new board members bring solid expertise and experience in developing markets and allied professions that will help guide FPSB’s strategy for the next several years,” said Pamela Packard, FPSB Board Chairperson. “Ana Cláudia and Garry have skills that complement those of existing FPSB board members, and will strengthen FPSB’s ability to promote and grow our program to achieve our goal of 250,000 CFP professionals in 40 territories by 2025.”
In addition to heading up her own tax specialty legal practice in Brazil, Ana Cláudia Utumi, CFP, is Professor of Tax Law at the University FIPECAFI in São Paulo, a visiting professor at the University of Zurich and a member of the practice council of the NYU School of Law International Tax Program; was a founding board member of Planejar, FPSB’s member organization in Brazil; served as a member of the organizing committee for the 71st International Fiscal Association Congress and as member of the IFA Permanent Scientific Committee (2010-2017); and serves as the current chairperson of the Brazilian Branch of the Society of Trust and Estate Practitioners – STEP.
Garry Muriwai is a Bahrain-based consultant in financial services, who previously served as the Director of the Bahrain Institute of Banking and Finance. A Chartered Accountant, Garry has also served as the Chief Executive of the New Zealand Institute of Chartered Accountants and was the founding chairman of the Global Accounting Alliance, a network of leading professional accountancy bodies that represent over 1,000,000 accountants globally. Prior, Garry served as the Chairman of New Zealand’s Maori Television Service.
Utumi and Muriwai will join six other volunteers on the FPSB Board of Directors from Australia, Singapore, South Africa, the United Kingdom and the United States. More information about the FPSB Board of Directors can be found at https://www.fpsb.org/about/board-of-directors/.
Other leadership positions announced at FPSB’s Cape Town meeting included:
- FPSB board member Gerhardt Meyer, CFP, head of governance for the wealth division of Old Mutual South Africa, will serve as FPSB’s 2018 Chairperson-elect. Meyer will succeed Barry Horner, CFP, as FPSB Board Chairperson in April 2019;
- Cary List, CFP, president & CEO at Financial Planning Standards Council (Canada), will serve as 2018 chairperson of the FPSB Council, which acts as an advisory and ratification body to the FPSB Board of Directors;
- Godfrey Nti, CEO of the Financial Planning Institute of Southern Africa, will lead the Chief Executives Committee as 2018 chairperson;
- Richard Salmen, CFP, Consultant at Northern Financial Advisors, Inc. based in Michigan, U.S., will chair the 2018 Mature Markets Forum;
- Markus Streule, CFP, CEO at Swiss-based mcstrew group, will serve as chairperson of the Developing Markets Forum; and
- Dante De Gori, CFP, CEO of the Financial Planning Association of Australia, will chair the 2018 Asia-Pacific Forum.
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 and CFP Logo mark – which it owns outside the United States. FPSB has a nonprofit member organization in the following 26 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, the Republic of Korea, Singapore, South Africa, Switzerland, Thailand, Turkey, the United Kingdom and the United States. At the end of 2016, there were over 170,000 CFP professionals worldwide. For more, visit fpsb.org.
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