Press Release  Wednesday, Mar 27, 2024

Financial Planning Standards Board Seeks Candidates for 2025 Board of Directors

DENVER, COLO – 27 March 2024 – Financial Planning Standards Board Ltd. (FPSB), the standards-setting body for the global financial planning profession and owner of the international CERTIFIED FINANCIAL PLANNER certification program, is seeking nominations for three open three-year positions on FPSB’s Board of Directors, beginning 1 April 2025. Nominations should be submitted to the FPSB Nominating Committee Coordinator at nominations@fpsb.org no later than 5:00 p.m. Mountain Standard Time on Tuesday, 30 April 2024.

FPSB is seeking nominees that will complement the talents of its continuing Board members and who can meaningfully contribute to FPSB’s strategic vision and future business development. Nominees should be able to provide tangible value in one or more of the following areas:

  1. Geographic diversity: FPSB values diversity and is committed to building an inclusive Board of Directors that represents a variety of perspectives. Of particular interest for this year’s nominees are individuals who can bring a perspective from Central / South America.
  1. International business experience: As FPSB seeks to administer the CFP certification program in new territories, it welcomes nominees who can provide strategic direction and insight into launching and adapting existing business models globally and across multiple territories.
  1. Experience in allied professions: As FPSB and its affiliated organizations future-proof the financial planning profession, FPSB seeks nominees who have strategic experience with standards setting for allied professions (such as accounting or estate planning).
  1. Public interest / consumer advocate perspective: As a non-profit association with a public-interest mission to benefit the global community by establishing, upholding and promoting worldwide professional standards in financial planning, FPSB welcomes nominees who have expertise in understanding how its programs and standards can best be leveraged to benefit consumers so more individuals can access financial planning advice from practitioners who have committed to rigorous competency, practice and ethical standards.

“As an international nonprofit body focused on building the financial planning profession, we always welcome qualified individuals who are passionate about the profession. Given our strategic direction and priorities for the coming years, it will be critical to retain experience from the Central and South American financial markets and to leverage the experience and learnings of those who have worked in well-established, related professions,” said FPSB Board chairperson-elect, Andrea Middel, CFP. “We encourage people with these values to apply and look forward to appointing new board members that will offer diverse perspectives, backgrounds and skillsets to propel the financial planning profession forward with CFP certification its symbol of excellence.”

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 and its network of organizations span across 26 territories, which together represent more than 223,000 CERTIFIED FINANCIAL PLANNER professionals worldwide.

Nominees for FPSB’s 2025 Board of Directors must be able to participate in English-language meetings and cannot be a staff member, director or office holder with an affiliated organization. FPSB strongly prefers that CFP professional nominees have senior-level volunteer experience with FPSB or an FPSB Affiliate and the endorsement of their affiliate organization. FPSB expects to finalize its selection for the FPSB Board in October 2024. Selected candidates will join other volunteer Board members from Australia, Canada, China, Malaysia, the Netherlands, and the U.S.

For more information on FPSB Board member duties and responsibilities, view the FPSB Board Member Role Description.   

About FPSB Ltd.

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 internationally. FPSB and our global network of organizations administer CFP certification and other programs in 26 territories. CFP professionals reside in Australia, Austria, Brazil, Canada, Chinese Taipei, Colombia, France, Germany, Hong Kong, India, Indonesia, Ireland, Israel, Italy, Japan, Malaysia, the Netherlands, New Zealand, People’s Republic of China, Republic of Korea, Singapore, South Africa, Switzerland, Thailand, the United Kingdom and the United States. There are over 223,000 CFP professionals worldwide. For more, visit fpsb.org.

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CFP Certification Global excellence in financial planning™

Media Contact:
Ryanne Harrah
FPSB Senior Manager of Communications and Content
+1-720-203-7007
rharrah@fpsb.org