FPSB Names International Tax and Estate Planning Expert to its 2018 Board of Directors
DENVER, CO – 6 DECEMBER 2017 – Financial Planning Standards Board Ltd. (FPSB), owner of the international CERTIFIED FINANCIAL PLANNER certification program outside the U.S., named Ana Cláudia Akie Utumi, CFP, founding partner of Utumi Advogados in Brazil, to its 2018 Board of Directors with a four-year term starting 1 April 2018.
“As an internationally respected attorney and tax specialist, Ana Cláudia brings a wealth of experience with cross-border legal and tax issues and international tax legislation to FPSB’s Board of Directors,” said Pamela Packard, FPSB Board chairperson. “We welcome her insights on international estate planning issues and Latin American markets, and will draw on her experience as we look to grow the CFP certification program in South and Central America.”
“I have admired FPSB ever since I became involved in developing the CFP exam in Brazil,” said Utumi. “As FPSB looks to expand its influence in Latin America and engage allied professions, I look forward to bringing my accumulated broad experiences as an educator, attorney and CFP professional to help drive FPSB’s global strategy,” she added.
In addition to heading up her own tax specialty legal practice in Brazil, Utumi 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.
Utumi will join seven other volunteers on the FPSB Board of Directors from Australia, Bahrain, 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/.
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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