Press Release  Wednesday, Jun 20, 2018

Financial Planning Standards Board Seeks Candidates for Board of Directors

DENVER, CO – 20 June 2018 – Financial Planning Standards Board Ltd. (FPSB), owner of the international CERTIFIED FINANCIAL PLANNER certification program outside the United States, is seeking nominations for one open four-year position on FPSB’s Board of Directors, beginning 1 April 2019. Nominations should be submitted to the FPSB Nominating Committee Coordinator at nominations@fpsb.org no later than 17:00h Mountain Daylight Time on 3 August 2018.

To be considered, nominees for FPSB’s 2019 Board of Directors are required to:

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

In addition, FPSB’s Nominating Committee will favor candidates with one or more of the following characteristics for the Board of Directors:

  • If a CFP professional, volunteer experience with an FPSB member organization and endorsement from that organization
  • Experience in markets where financial planning is well developed (and evolving differently than in the past)
  • Current executive-level experience in wealth management/financial planning with a global/international firm
  • Experience with launching into multiple new territories and making business model adaptations
  • Entrepreneurial mindset to take a business through launch and growth to development stages in nonprofit, professional body or non-government organization spaces

“The FPSB Board of Directors and FPSB’s member organizations are committed to increasing consumers’ access to competent and ethical financial advisers and financial planners globally as well as establishing financial planning as a global profession,” said FPSB Board Chairperson, Barry Horner, CFP.

“FPSB is seeking a new person to join its Board who will add geographic diversity, has a global mindset, and is comfortable in dynamic business environments to complement the experiences and skill sets of the existing Board.”

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 175,000 CFP professionals worldwide.

FPSB will finalize its selection for the FPSB Board by February 2019. The chosen individuals will join other volunteer Board members from Australia, Bahrain, Brazil, 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 2017, there were 175,573 CFP professionals worldwide. For more, visit fpsb.org.

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