See what FPSB and its Members are up to, and stay informed on FPSB thought leadership and the latest FPSB news happening around the world.
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Financial Planning Standards Board Adds Middle East-Based Global Accounting, Education Leader to its Governing Body
20 February 2018DENVER – 20 FEBRUARY 2018 – Financial Planning Standards Board Ltd. (FPSB), owner of the international CERTIFIED FINANCIAL PLANNER certification…
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Financial Planning Standards Board Reports Record Number of CERTIFIED FINANCIAL PLANNER Professionals Worldwide
06 February 2018DENVER, CO – 6 February 2018 – Financial Planning Standards Board Ltd. (FPSB), owner of the international CERTIFIED FINANCIAL PLANNER…
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Global Financial Planning Standards Body Names South African Gerhardt Meyer 2018 Board Chairperson-Elect
13 December 2017DENVER – 13 DECEMBER 2017 – Financial Planning Standards Board Ltd. (FPSB), owner of the international CERTIFIED FINANCIAL PLANNER certification…
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FPSB Names International Tax and Estate Planning Expert to its 2018 Board of Directors
06 December 2017DENVER, CO – 6 DECEMBER 2017 – Financial Planning Standards Board Ltd. (FPSB), owner of the international CERTIFIED FINANCIAL PLANNER…
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The Financial Planning Standards Board Council Elects Cary List to Serve as 2018 FPSB Council Chairperson
21 November 2017DENVER, CO – 21 NOVEMBER 2017 – At its semiannual meeting in Cape Town, South Africa, last month, Members of the Financial Planning Standards…
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Financial Planning Standards Board Names 2018 Leadership
08 November 2017CAPE TOWN, SOUTH AFRICA – 8 NOVEMBER 2017 – At its semiannual meeting in Cape Town in October, Financial Planning Standards Board Ltd. (FPSB),…
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Financial Planning Standards Board Hosts First World Financial Planning Day During IOSCO’s World Investor Week
14 September 2017DENVER, CO – 14 SEPTEMBER 2017 – Financial Planning Standards Board Ltd. (@FPSB), the global standards-setting body for financial planning and…
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Global Financial Planning Community Sees Client-First Duty of Care as Best Way to Protect Elders Seeking Financial Advice
27 June 2017DENVER, CO – 27 JUNE 2017 – Financial Planning Standards Board Ltd. (FPSB), the global standards-setting body for financial planning and owner of…
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FPSB Europe Responds to European Commission’s Consultation on Fintech in the European Financial Sector
20 June 2017Response Represents Combined View of Eight Financial Planning
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Professional Bodies in Europe and Neighboring Countries
DENVER, CO – 20 JUNE 2017… -
Financial Planning Standards Board Seeks Candidates for 2018 Board of Directors
04 May 2017DENVER, CO – 4 May 2017 – Financial Planning Standards Board Ltd. (FPSB), owner of the international CERTIFIED FINANCIAL PLANNER certification…
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Global Financial Literacy Group Names Financial Planning Standards Board as Newest Member
28 April 2017KUALA LUMPUR, MALAYSIA – 28 April 2017 – The International Forum for Investor Education (IFIE) today announced Financial Planning Standards Board…
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HSBC and Financial Planning Standards Board Announce Global Partnership to Promote Financial Planning, CFP Certification
27 April 2017KUALA LUMPUR, MALAYSIA – 27 April 2017 – Financial Planning Standards Board Ltd. (FPSB), owner of the international CERTIFIED FINANCIAL PLANNER…
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FPSB Names Anthemis Founder and CEO Nadeem Shaikh to 2017 Board of Directors
13 March 2017DENVER, CO – 13 March 2017 – Financial Planning Standards Board Ltd. (FPSB), owner of the international CERTIFIED FINANCIAL PLANNER certification…
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Landmark Legislation Assures Australians That Financial Planners Will Need To Be Qualified and Subject to Code of Ethics
07 March 2017DENVER, CO – 7 MARCH 2017 – Today, Financial Planning Standards Board Ltd. (FPSB), owner of the international CERTIFIED FINANCIAL PLANNER…
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NAUFOR and FPSB Sign MOU to Cooperate in Financial Consulting Sphere in Russia
Press Release | 06 March 2017MOSCOW – 6 MARCH 2017 – Today, the Russian National Association of Securities Market Participants (@NAUFOR_GOOD) and Financial Planning Standards…
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Financial Planning Standards Board Starts Global Conversation on Implications of Fintech, Automated Advice for Financial Planning
26 October 2016— FPSB Report Presents Research Findings from Global Community on Implications
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and Opportunities of Fintech for Consumers and Providers of… -
FPSB Names Kimmis Pun, CFP, to 2017 Board of Directors
26 October 2016DENVER, CO – 26 October 2016 – Financial Planning Standards Board Ltd. (FPSB), owner of the international CERTIFIED FINANCIAL PLANNER…
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FPSB Board Names Barry Horner, CFP, 2017 Board Chairperson-Elect
26 October 2016DENVER, CO – 26 Oct. 2016 – Financial Planning Standards Board Ltd. (FPSB), owner of the international CERTIFIED FINANCIAL PLANNER certification…
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Financial Planning Standards Board Names 2017 Leadership
23 October 2016DENVER, CO – 24 OCTOBER 2016 – At a meeting in Amsterdam last week, Financial Planning Standards Board Ltd. (FPSB), owner of the international…
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Global Financial Planning Community Gathered in Amsterdam to Discuss Evolving Stakeholder Needs, Shape Future of Profession
21 October 2016DENVER, CO – 21 OCTOBER 2016 – At its annual meeting in Amsterdam, the Netherlands, last week, Financial Planning Standards Board Ltd. (FPSB),…
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FPSB Board Chairperson-Elect Congratulates FPSB Member and Dutch Financial Planners on 20 Years of Excellence at FFP Annual Congress
Press Release | 03 October 2016DENVER, CO – 3 OCTOBER 2016 – Pamela Packard, chairperson-elect of Financial Planning Standards Board Ltd.’s (FPSB) Board of Directors, is…
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FPSB CEO to Speak at CISI Financial Planning Annual Conference
Press Release | 30 September 2016DENVER, CO – 30 September 2016 – FPSB CEO Noel Maye will speak at the Chartered Institute for Securities & Investment (CISI) Financial…
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Financial Planning Standards Board Names Pamela Packard 2016 FPSB Board Chairperson-Elect
Press Release | 03 May 2016DENVER, CO – 03 May 2016 – Financial Planning Standards Board Ltd. (FPSB), owner of the international CERTIFIED FINANCIAL PLANNER certification…
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Financial Planning Standards Board Seeks Candidates for 2017 Board of Directors
Press Release | 18 April 2016FPSB seeks nominations for two open positions on FPSB’s Board of Directors beginning 1 April 2017.
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FPSB Invites Global Academic Community to Submit Financial Planning Research Papers for Presentation at 2017 Colloquium
Press Release | 16 March 2016FPSB announces a call for papers from the global academic community for the first annual Academic Research Colloquium for Financial Planning and Related Disciplines.
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FPSB Names 2016 Professional Standards Committee
Press Release | 02 March 2016FPSB names seven individuals to serve on its Professional Standards Committee effective March 2016.
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Number of CFP Professionals Worldwide Nears 162,000
Press Release | 12 February 2016FPSB reports the number of CFP professionals reached a global high of 161,821 at year-end 2015.
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Global Survey By Financial Planning Standards Board Finds Consumers Lack Strong Confidence In Achieving Their Financial Goals
Press Release | 17 November 2015FPSB’s global study seeks consumer perspectives on regulation of the financial planning profession.
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Financial Planning Standards Board Names 2016 Leadership
Press Release | 28 October 2015FPSB names three individuals to serve four-year terms on its Board of Directors, starting 1 April 2016.
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Financial Planning Standards Board Updates Global Body Of Knowledge For Financial Planning Profession
Press Release | 26 October 2015FPSB approves updates to FPSB’s Financial Planner Competency Profile, Financial Planning Education Framework and Financial Planning Practice Standards
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Financial Planning Standards Board Welcomes Netherlands-Based Federatie Financieel Planners to Global Financial Planning Community
Press Release | 08 October 2015FPSB Nederland and FFP expect to complete all aspects of the merger by the end of the year.
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Financial Planning Standards Board Named Affiliate Member of OECD — INFE; Endorsed National Financial Literacy Guidelines for Nonprofits
Press Release | 28 April 2015FPSB was recognized as an affiliate member of the OECD International Network on Financial Education (INFE) at FPSB’s April Global Member Meeting in Paris.
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