Tuesday, May 05, 2020

Financial Planning Standards Board Seeks Candidates for 2021 Board of Directors

DENVER, CO – 05 May 2020Financial Planning Standards Board Ltd. (FPSB), owner of the international CERTIFIED FINANCIAL PLANNER certification program outside the United States, is seeking nominations for three open three-year positions on FPSB’s Board of Directors, beginning 1 April 2021. Nominations should be submitted to the FPSB Nominating Committee Coordinator at nominations@fpsb.org no later than 17:00h Mountain Daylight Time on 26 June 2020.

To be considered, and to complement the skills and experience of existing board members, nominees for FPSB’s 2021 Board of Directors should be able to participate in English-language meetings and have experience in one or more of the following areas:

  • Leadership role in a large national/multi-national financial services firm
  • Developing businesses in growth markets
  • Audit Committee (accounting experience welcome)
  • Strategic positioning for an international certification program
  • International education/training development and delivery (experience in sectors other than financial services welcome)
  • Evolution and adoption of digital finance platforms and programs

“As part of the FPSB Board of Directors’ commitment to establishing financial planning as a globally recognized profession, we are seeking individuals who have solid leadership and strategy development experience in international certification, education and digital finance initiatives, as well as within multi-national financial services firms,” said FPSB Board Chairperson, Gerhardt Meyer, CFP. “FPSB’s new board members will join a geographically diverse, talented group of individuals focused on establishing a global financial planning profession in which consumers can trust, and increasing global access to the advice of competent and ethical financial planners who put their clients’ interests first.”

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 stakeholders; and overseeing organizational performance and providing strategic guidance to FPSB’s CEO. As the preeminent standards-setting organization for financial planning worldwide, FPSB has affiliates and certification programs in 27 territories which together represent nearly 190,000 CERTIFIED FINANCIAL PLANNER professionals worldwide.

Nominees for FPSB’s 2021 Board of Directors cannot be an office-bearer with an FPSB Affiliate, and CFP professionals should have senior-level volunteer experience with an FPSB Affiliate and endorsement from that organization. FPSB will finalize its selection for the FPSB Board by October 2020. The chosen individuals will join other volunteer Board members from Bahrain/New Zealand, Brazil, the Netherlands, Singapore, South Africa, the United Kingdom and the United States. For more on FPSB Board members’ duties and responsibilities, see the FPSB Board Member Role Description.

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 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 2019, there were 188,104 CFP professionals worldwide. For more, visit fpsb.org.

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