Financial Planning Standards Board’s vision is to establish financial planning as a global profession and the CERTIFIED FINANCIAL PLANNER marks as the global symbol of excellence in financial planning. We partner with our affiliate organizations in 27 territories around the world to benefit the global community by establishing, upholding and promoting worldwide professional standards in financial planning. And we promote the value of financial planning, of having a financial plan and of working with a competent and ethical CFP professional.

Let us share our story, our strategies and our accomplishments with you.


FPSB Calendar of Events

Check out FPSB network events happening around the world.

FPSB Network Events

FPSB in the News

  1. Financial Planning Standards Board Names Lelané Bezuidenhout Chairperson of Chief Executives Committee

    Press Release   |   10 November 2021

    Bezuidenhout of South Africa will serve as CEC chairperson, Barak Atzili of Israel to become at-large member for 2022-23 NEW YORK… read more

  2. Fifth Annual World Financial Planning Day Is Wednesday

    Press Release   |   03 October 2021

    Financial Planning Standards Board Promotes Value of Financial Planning on October 6th During IOSCO’s World Investor Week NEW… read more

  3. Financial Planning Practice in Future Will Be More Innovative, More Human and More in Demand, According to Global CFP Professionals

    Press Release   |   03 October 2021

    FPSB Research Shows Global Financial Planning Community Optimistic About Profession’s Future, Committed to Professionalism… read more

  4. CERTIFIED FINANCIAL PLANNER Professionals Rank Building Trust, Effective Client Communication Among Most Important Tasks In Global Study

    Press Release   |   21 September 2021

    Nearly 12,000 CFP Professionals Benchmark Practice of Financial Planning Worldwide, Validate FPSB’s Global Standards, and Guide… read more

  5. Fifth Annual World Financial Planning Day Promotes Financial Wellbeing For All On 6 October

    Press Release   |   18 August 2021

    Financial Planning Standards Board and global CFP professional community join IOSCO during World Investor Week to promote value of… read more

See all FPSB News

If you are writing a story about financial planning, looking for information about FPSB  and the global CERTIFIED FINANCIAL PLANNER certification program  or wish to contact an FPSB network spokesperson, please contact:

J.D. McCartney
Chief Communications Officer
O: +1-720-407-1916
M: +1-303-995-5747