Tuesday, Oct 29, 2019

Financial Planning Standards Board Names Paul Grimes As 2020 FPSB Council Chairperson

DENVER, CO – 29 OCTOBER 2019 – At its annual meeting in Zürich, Switzerland, last week, Financial Planning Standards Board Ltd. (FPSB), owner of the international CERTIFIED FINANCIAL PLANNER certification program outside the United States, named Paul Grimes, CFP, to serve as FPSB Council Chairperson, effective 1 January 2020.

The FPSB Council is the global forum for nonprofit standards setting bodies committed to promoting the value of financial planning; the value of working with a CERTIFIED FINANCIAL PLANNER professional; and the importance of having a global community of competent and ethical financial planning professionals working in their clients’ interests. Made up of delegates from professional financial planning bodies in 27 territories that have certified over 181,000 CFP professionals worldwide, the FPSB Council advises and guides the FPSB Board of Directors on setting strategy and developing standards for the global financial planning profession.

In addition to being chief executive officer for FPSB Ireland, Paul Grimes, CFP, has nearly 30 years of experience as an independent financial planner, consultant, business coach and trainer, specializing in the private banking and affluent sectors of the financial services industry. During his career, Grimes has worked with institutions and clients in Australia, Europe, the Middle East, Africa, Asia and the U.S. He lectures in financial planning at a post-graduate level and is regularly featured in professional publications.

“The financial services industry worldwide is facing its most disruptive time in history,” said Grimes. “With the advent of fintech and higher regulatory standards for advice, there is tremendous opportunity for the FPSB Network and its worldwide community of CERTIFIED FINANCIAL PLANNER professionals to be the global leaders in serving consumers with ethical, relevant advice to help them plan well to live well. My goal in 2020 is for Financial Planning Standards Board as a global collective to become more agile in responding to the external environment, further enhancing its work toward becoming a trusted resource for government, regulators and consumers alike.”

“Paul Grimes has been actively involved in shaping the future of CFP certification and the financial planning profession in Ireland, Europe and around the world since FPSB Ireland joined FPSB in 2008,” said FPSB CEO Noel Maye. “With nearly three decades of experience in financial services and several leadership roles within the global FPSB Network, including serving as chairperson of FPSB Europe from 2013 to 2016, Paul will bring a wealth of knowledge and experience to support and guide FPSB’s efforts to establish financial planning as a globally recognized profession, with CFP certification its symbol of excellence.”

About FPSB

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.


CFP Certification Global excellence in financial planningTM