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 Paul Grimes, CFP, as First Chief Professionalism Officer

    Press Release   |   17 May 2021

    DENVER, CO – 17 May 2021 – Financial Planning Standards Board Ltd. (FPSB), the organization that leads the global financial… read more

  2. Financial Planning Standards Board Names Leaders From Australia, Mexico and South Africa to Board of Directors

    Press Release   |   25 March 2021

    NEW YORK – 25 MARCH 2021 ­­– Financial Planning Standards Board Ltd. (FPSB), the standards-setting body for the global… read more

  3. FPSB Updates Guidance For Financial Planning Process to Reflect Practice Innovations, Shifting Approaches to Client Engagement

    Press Release   |   17 March 2021

    NEW YORK – 17 MARCH 2021 ­­– Financial Planning Standards Board Ltd. (FPSB), the standards-setting body for the global… read more

  4. Number of CERTIFIED FINANCIAL PLANNER Professionals Worldwide Tops 192,000

    Press Release   |   04 March 2021

    Financial Planning Standards Board Announces Steady Growth Despite Challenging 2020 NEW YORK – 4 MARCH 2021 – Financial… read more

  5. Financial Planning Standards Board Launches Advisory Council to Steer Growth and Value of CFP Certification in India

    Press Release   |   22 February 2021

    NEW YORK — 22 FEBRUARY 2021 — Financial Planning Standards Board Ltd. (FPSB), owner of the CERTIFIED FINANCIAL PLANNERCM… 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
E: fpsbcommunications@fpsb.org