Wednesday, Dec 13, 2017

Global Financial Planning Standards Body Names South African Gerhardt Meyer 2018 Board Chairperson-Elect

DENVER – 13 DECEMBER 2017 – Financial Planning Standards Board Ltd. (FPSB), owner of the international CERTIFIED FINANCIAL PLANNER certification program outside the U.S., named Gerhardt Meyer, CFP, as Chairperson-elect of its Board of Directors beginning 1 April 2018. Following his one-year term as Chairperson-elect, he will transition to the position of FPSB Board Chairperson.

Meyer currently serves as a volunteer director of FPSB, and is employed as Head of Governance for the Wealth division of Old Mutual South Africa. He has been a member of various South African and international industry bodies and committees and is a past Chairperson of FPSB’s member organization in South Africa – the Financial Planning Institute (FPI).

“I have been committed to the development of financial planning as a profession in South Africa and internationally for many years, and am enthusiastic about leading the development and execution of FPSB’s global strategy,” said Meyer. “I look forward to guiding the FPSB network as we focus on the impacts and opportunities of fintech and regulatory shifts, and as we increase awareness among more consumers globally about the benefits of financial planning and working with financial advisors and financial planners who are competent, ethical and who work in their clients’ interests.”

Meyer previously held the positions of National President of the Pension Lawyers Association of South Africa, Chairperson of the FPI’s Tax Committee and Chairperson of FPSB’s Regulations Advisory Panel. He has a BCom (Law) degree and an LLB degree, is a CFP professional and an Advocate of the High Court of South Africa.

“As a CFP professional with experience leading the board and guiding the regulatory engagement strategy of a national CFP certification program, Gerhardt brings tremendous experience to his role on the FPSB Board,” said Pamela Packard, 2017 FPSB Board Chairperson. “FPSB looks forward to his leadership and guidance as FPSB executes an ambitious strategy to establish financial planning as a global profession, with the CFP marks its symbol of excellence.”

The FPSB Board of Directors comprises nine volunteer leaders from Australia, Brazil, China, Singapore, South Africa, the United Kingdom and the United States, and the FPSB Ltd. CEO, as a nonvoting member. More information about the FPSB Board of Directors can be found at

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 over 170,000 CFP professionals worldwide. For more, visit

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CFP Certification Global excellence in financial planning