Global Financial Planning Community to Gather in Bangkok to Discuss What’s Ahead for the Profession

BANGKOK – 12 OCTOBER 2018 – From 16-18 October 2018, Financial Planning Standards Board Ltd. (FPSB), owner of the international CERTIFIED…

Financial Planning Standards Board Launches World Financial Planning Day 2018

DENVER, CO – 10 SEPTEMBER 2018 – On Wednesday, 3 October, Financial Planning Standards Board Ltd. (FPSB) and the network of certification and…

FPSB Europe Sponsors Better Finance Conference on European Investor Empowerment in the Digital Age

Conference Highlights FPSB’s Focus on Investor Protection, Financial Education and Fintech

BRUSSELS – 3 JULY 2018 – The eight European member…

Financial Planning Standards Board Seeks Candidates for Board of Directors

DENVER, CO – 20 June 2018 – Financial Planning Standards Board Ltd. (FPSB), owner of the international CERTIFIED FINANCIAL PLANNER certification…

Financial Planning Standards Board Adds Middle East-Based Global Accounting, Education Leader to its Governing Body

DENVER – 20 FEBRUARY 2018 – Financial Planning Standards Board Ltd. (FPSB), owner of the international CERTIFIED FINANCIAL PLANNER certification…

Financial Planning Standards Board Reports Record Number of CERTIFIED FINANCIAL PLANNER Professionals Worldwide

DENVER, CO – 6 February 2018 – Financial Planning Standards­ Board Ltd. (FPSB), owner of the international CERTIFIED FINANCIAL PLANNER…

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…

FPSB Names International Tax and Estate Planning Expert to its 2018 Board of Directors

DENVER, CO – 6 DECEMBER 2017 – Financial Planning Standards Board Ltd. (FPSB), owner of the international CERTIFIED FINANCIAL PLANNER…

The Financial Planning Standards Board Council Elects Cary List to Serve as 2018 FPSB Council Chairperson

DENVER, CO – 21 NOVEMBER 2017 – At its semiannual meeting in Cape Town, South Africa, last month, Members of the Financial Planning Standards…

Financial Planning Standards Board Names 2018 Leadership

CAPE TOWN, SOUTH AFRICA – 8 NOVEMBER 2017 – At its semiannual meeting in Cape Town in October, Financial Planning Standards Board Ltd. (FPSB),…

Financial Planning Standards Board Hosts First World Financial Planning Day During IOSCO’s World Investor Week

DENVER, CO – 14 SEPTEMBER 2017 – Financial Planning Standards Board Ltd. (@FPSB), the global standards-setting body for financial planning and…

Global Financial Planning Community Sees Client-First Duty of Care as Best Way to Protect Elders Seeking Financial Advice

DENVER, CO – 27 JUNE 2017 – Financial Planning Standards Board Ltd. (FPSB), the global standards-setting body for financial planning and owner of…

FPSB Europe Responds to European Commission’s Consultation on Fintech in the European Financial Sector

Response Represents Combined View of Eight Financial Planning
Professional Bodies in Europe and Neighboring Countries
DENVER, CO – 20 JUNE 2017…

Global Financial Literacy Group Names Financial Planning Standards Board as Newest Member

KUALA LUMPUR, MALAYSIA – 28 April 2017 – The International Forum for Investor Education (IFIE) today announced Financial Planning Standards Board…

Landmark Legislation Assures Australians That Financial Planners Will Need To Be Qualified and Subject to Code of Ethics

DENVER, CO – 7 MARCH 2017 – Today, Financial Planning Standards­ Board Ltd. (FPSB), owner of the international CERTIFIED FINANCIAL PLANNER…

NAUFOR and FPSB Sign MOU to Cooperate in Financial Consulting Sphere in Russia

MOSCOW – 6 MARCH 2017 – Today, the Russian National Association of Securities Market Participants (@NAUFOR_GOOD) and Financial Planning Standards…

Financial Planning Standards Board Reports Record Number of Certified Financial Planner Professionals Worldwide

DENVER, CO – 7 FEBRUARY 2017 – Financial Planning Standards­ Board Ltd. (FPSB), owner of the international CERTIFIED FINANCIAL PLANNER…

Financial Planning Standards Board Starts Global Conversation on Implications of Fintech, Automated Advice for Financial Planning

— FPSB Report Presents Research Findings from Global Community on Implications
and Opportunities of Fintech for Consumers and Providers of…

FPSB Names Kimmis Pun, CFP, to 2017 Board of Directors

DENVER, CO – 26 October 2016 – Financial Planning Standards Board Ltd. (FPSB), owner of the international CERTIFIED FINANCIAL PLANNER…

FPSB Board Names Barry Horner, CFP, 2017 Board Chairperson-Elect

DENVER, CO – 26 Oct. 2016 – Financial Planning Standards Board Ltd. (FPSB), owner of the international CERTIFIED FINANCIAL PLANNER certification…

Financial Planning Standards Board Names 2017 Leadership

DENVER, CO – 24 OCTOBER 2016 – At a meeting in Amsterdam last week, Financial Planning Standards Board Ltd. (FPSB), owner of the international…

Global Financial Planning Community Gathered in Amsterdam to Discuss Evolving Stakeholder Needs, Shape Future of Profession

DENVER, CO – 21 OCTOBER 2016 – At its annual meeting in Amsterdam, the Netherlands, last week, Financial Planning Standards Board Ltd. (FPSB),…

FPSB Board Chairperson-Elect Congratulates FPSB Member and Dutch Financial Planners on 20 Years of Excellence at FFP Annual Congress

DENVER, CO – 3 OCTOBER 2016 – Pamela Packard, chairperson-elect of Financial Planning Standards Board Ltd.’s (FPSB) Board of Directors, is…

FPSB CEO to Speak at CISI Financial Planning Annual Conference

DENVER, CO – 30 September 2016 – FPSB CEO Noel Maye will speak at the Chartered Institute for Securities & Investment (CISI) Financial…

Rocks FPSB

FPSB Names 2016 Professional Standards Committee

FPSB names seven individuals to serve on its Professional Standards Committee effective March 2016.

Global Survey By Financial Planning Standards Board Finds Consumers Lack Strong Confidence In Achieving Their Financial Goals

FPSB’s global study seeks consumer perspectives on regulation of the financial planning profession.

Financial Planning Standards Board Updates Global Body Of Knowledge For Financial Planning Profession

FPSB approves updates to FPSB’s Financial Planner Competency Profile, Financial Planning Education Framework and Financial Planning Practice Standards

Financial Planning Standards Board Welcomes Netherlands-Based Federatie Financieel Planners to Global Financial Planning Community

FPSB Nederland and FFP expect to complete all aspects of the merger by the end of the year.

Financial Planning Standards Board Named Affiliate Member of OECD — INFE; Endorsed National Financial Literacy Guidelines for Nonprofits

FPSB was recognized as an affiliate member of the OECD International Network on Financial Education (INFE) at FPSB’s April Global Member Meeting in Paris.