Monday, Apr 29, 2019

Financial Planning Standards Board Seeks Candidates for 2020 Board of Directors

DENVER, CO – 29 APRIL 2019 – Financial Planning Standards Board Ltd. (FPSB), owner of the international CERTIFIED FINANCIAL PLANNER certification program outside the United States, is seeking nominations for two open four-year positions on FPSB’s Board of Directors beginning 1 April 2020. Nominations should be submitted to the FPSB Nominating Committee Coordinator at no later than 17:00h Mountain Daylight Time on 10 June 2019.

To be considered, nominees for FPSB’s 2020 Board of Directors are required to be able to participate in English-language meetings, and should have one or more of the following characteristics:

  • CFP professionals should have senior-level volunteer experience with an FPSB Affiliate and endorsement from that organization
  • Public interest (consumer-oriented) perspective
  • Standards-setting/regulatory/audit/compliance experience
  • Profession-building experience
  • International firm strategy/innovation to expand into new markets
  • Modernizing/transitioning business in financial planning space
  • Perspectives from markets where financial planning is not yet established

“As part of the FPSB Board of Directors’ commitment to building a global financial planning profession, we are seeking individuals with public interest, standards setting and profession-building experience,” said FPSB Board Chairperson, Gerhardt Meyer, CFP. “FPSB’s new Board members will join a geographically diverse, talented group of individuals focused on helping consumers plan well to live well, and encouraging them to access the advice of competent and ethical CFP professionals around the world.”

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 has certification programs in 27 territories to develop, promote and enforce standards for over 181,000 CFP professionals worldwide.

FPSB will finalize its selection for the FPSB Board by February 2020. The chosen individuals will join other volunteer Board members from Bahrain, Brazil, Singapore, South Africa, The Netherlands 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. The FPSB global network consists of organizations in the following 27 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, Peru, the 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

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