Financial Planning Standards Board Names FPSB Affiliate Leaders to Serve on Its Chief Executives Committee
DENVER, CO – 12 NOVEMBER 2019 – At its annual meeting in Zürich, Switzerland, last month, Financial Planning Standards Board Ltd. (FPSB), owner of the international CERTIFIED FINANCIAL PLANNER certification program outside the United States, named the following three individuals to serve staggered terms on its Chief Executives Committee effective 1 January 2020:
- Osvaldo Cervi, CFP, CEO of Planejar – Associação Brasileira de Planejadores Financeiros, for a one-year term (2020)
- Jacqueline Lockie, CFP, Head of Financial Planning at Chartered Institute for Securities & Investment, for a two-year term (2020-2021)
- Samantha Wong, CEO of Financial Planning Association of Singapore, for a three-year term (2020-2022)
The Chief Executives Committee (CEC) is comprised of the chief executives from the seven FPSB Affiliate organizations representing the largest CFP professional populations (United States, Japan, China, Canada, Australia, South Africa, Hong Kong); three Affiliate chief executives chosen by the FPSB Council; and the FPSB chief executive. The CEC’s purpose is to establish leadership, efficiency and accountability in the execution of the activities carried out jointly in FPSB’s global network by the FPSB Board of Directors, FPSB Affiliates and staff to advance the global financial planning profession, through CFP certification and standards setting, for the benefit of the public worldwide. The CEC is accountable as a body to the FPSB Board of Directors.
“I am pleased to welcome Osvaldo Cervi, Jacqueline Lockie and Samantha Wong as at-large representatives on FPSB’s Chief Executives Committee,” said Committee Chairperson and CEO of the Financial Planning Association of Australia, Dante De Gori, CFP. “All three demonstrate a commitment to leadership, cooperation and financial planning excellence that will enable the CEC to continue to support the FPSB Network’s focus on developing and promoting the financial planning profession, with CFP certification its symbol of excellence, so more consumers worldwide can benefit from competent and ethical financial advice.”
Other leadership positions announced at FPSB’s annual meeting in Zürich include Jeff Farrar, CFP, and Adam Samuel, FPSB Board of Directors; Paul Grimes, CFP, 2020 FPSB Council Chairperson; and Wolfgang Reittinger, Ph.D., CFP, FPSB Professional Standards Committee.
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 CFP Logo Mark – which it owns outside the United States. FPSB Ltd. and the FPSB global network administer CFP and other certification programs in the following 27 territories: Australia, Austria, Brazil, Canada, Chinese Taipei, Colombia, France, Germany, Hong Kong, India, Indonesia, Ireland, Israel, 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 2018, there were 181,360 CFP professionals worldwide. For more, visit fpsb.org.
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