Thursday, May 04, 2017

Financial Planning Standards Board Seeks Candidates for 2018 Board of Directors

DENVER, CO – 4 May 2017 – Financial Planning Standards Board Ltd. (FPSB), owner of the international CERTIFIED FINANCIAL PLANNER certification program outside the United States, today announced that it is seeking nominations for two open four-year positions on FPSB’s Board of Directors, beginning 1 April 2018. Nominations should be submitted to the FPSB Nominating Committee Coordinator at no later than 17:00h Mountain Daylight Time on 16 June 2017.

To be considered, nominees for FPSB’s 2018 Board of Directors are required to:

  • Be able to participate in English-language meetings
  • Not be an office bearer with an FPSB member organization while sitting on the FPSB Board of Directors

In addition, to be considered for the CERTIFIED FINANCIAL PLANNER professional position on the 2018 Board of Directors, FPSB’s Nominating Committee will favor candidates with one or more of the following characteristics:

  • Executive-level responsibility for budgets and profit & loss at global/multi-national firms
  • Volunteer experience for an FPSB member organization and/or FPSB Ltd., and whose nomination is acceptable to the member organization in the territory
  • Leadership experience within an allied profession (e.g., accounting, law, investment analysis, etc.) at the national or international level

The Nominating Committee will favor candidates for the external position with one or more of the following characteristics:

  • Growth markets experience, particularly new growth markets for FPSB (Africa, Russia, Middle East, Latin/South America)
  • Experience in development and delivery of financial education and training programs at the national or international level

“The FPSB Board and our member organizations are committed to serve the public interest by increasing access to competent and ethical financial advisers and financial planners globally, and partnering with like-minded organizations to establish financial planning as a global profession,” said FPSB Board Chairperson, Pamela Packard. “For our Board of Directors, FPSB is seeking global thinkers, people comfortable with changing business environments and developing new markets, and those who will add geographic diversity and complement existing Board skill sets and experiences.”

FPSB’s Board of Directors is responsible for: guiding the organization’s administration of its public interest mission and vision; developing governing policies that address the broadest levels of all organizational decisions and situations; identifying needs and advocating on behalf of FPSB’s membership; and overseeing organizational performance and providing strategic guidance to FPSB’s CEO. As the preeminent standards-setting organization for competent and ethical financial planners, FPSB works with its network of 26 member organizations to develop, promote and enforce standards for over 170,000 CFP professionals worldwide.

FPSB will finalize its selection for the FPSB Board by February 2018. The chosen individuals will join other volunteer Board members from Australia, Singapore, South Africa, the United Kingdom and the United States. For more on FPSB Board members’ duties and responsibilities, see the FPSB Board of Directors Member Job Description.

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 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 170,101 CFP professionals worldwide. For more, visit

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