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. 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

  2. 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

  3. 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

  4. 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

  5. Financial Planning Standards Board Launches Final Education Course Leading to CFP Certification in India

    Press Release   |   05 July 2021

    Experienced CFP professionals to serve as mentors for course takers as part of FPSB Ltd.’s innovative contribution to financial… 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