Financial Planning Standards Board Names 2023 Leadership from Australia, Brazil, Canada, Ireland, Japan, the Netherlands and Singapore

DENVER, COLO –  Financial Planning Standards Board Ltd. (FPSB), the standards-setting body for the global financial planning profession and owner…

Financial Planning Standards Board Ltd. Names Dante De Gori, CFP, As New CEO

De Gori to Assume Role 1 January 2023
DENVER, COLO – 27 October 2022 –  Financial Planning Standards Board Ltd. (FPSB), the standards-setting…

IOSCO Secretary General, FPSB CEO Discuss the Impact of Financial Planning on Investor Resilience This World Financial Planning Day

To access the FPSB-IOSCO Virtual Fireside Chat, information on territory events hosted by FPSB Affiliates and financial planning resources, visit…

FPSB, Global CFP Professional Community Promote Value of Financial Planning During 6th World Financial Planning Day

Financial Planning Standards Board Joins International Organization of Securities Commissions to Raise Awareness of, Promote Financial Literacy During…

Financial Planning Standards Board Appoints Elle Manton as Director of Communications

DENVER, COLO – 6 JULY 2022 – Financial Planning Standards Board Ltd. (FPSB), the standards-setting body for the global financial planning…

Financial Planning Standards Board Recommends Enhanced Oversight of Crypto Assets and Fin-fluencers To Protect Investors

DENVER, COLO – 1 June 2022 –  Financial Planning Standards Board Ltd. (FPSB), the standards-setting body for the global financial planning…

Noel Maye To Step Down As Financial Planning Standards Board Ltd. CEO

DENVER, COLO – 19 May 2022 – Financial Planning Standards Board Ltd. (FPSB), the standards-setting body for the global financial planning…

Financial Planning Standards Board Seeks Candidates for 2023 Board of Directors

DENVER, CO – 28 MARCH 2022 – Financial Planning Standards Board Ltd. (FPSB), the standards-setting body for the global financial planning…

NATIONAL INSTITUTE OF SECURITIES MARKETS RENEWS ACCREDITATION OF CERTIFIED FINANCIAL PLANNER CERTIFICATION

CFP Professionals in India Offering Investment Advice Can Continue to Use CFP Certification to Register as Investment Advisers Under Securities and…

Number of CERTIFIED FINANCIAL PLANNER Professionals Worldwide Tops 203,000

Rate of growth of CFP professionals in 2021 double the previous year 

DENVER – 21 February 2022 – Financial Planning Standards Board Ltd.…

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

Bezuidenhout of South Africa will serve as CEC chairperson, Barak Atzili of Israel to become at-large member for 2022-23
NEW YORK – 10 November…

Fifth Annual World Financial Planning Day Is Wednesday

Financial Planning Standards Board Promotes Value of Financial Planning on October 6th
During IOSCO’s World Investor Week
NEW YORK, NY – 4…

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

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

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

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

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

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

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

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

Financial Planning Standards Board Names Paul Grimes, CFP, as First Chief Professionalism Officer

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

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

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

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

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

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

NEW YORK — 22 FEBRUARY 2021 — Financial Planning Standards Board Ltd. (FPSB), owner of the CERTIFIED FINANCIAL PLANNERCM certification program in…

Financial Planning Standards Board Names Experts From Brazil, South Africa and the U.S. to Global Standards Committee

DENVER ­­— 18 FEBRUARY 2021 ­­— Financial Planning Standards Board Ltd. (FPSB), the standards-setting body for the global financial planning…

Financial Planning Standards Board Names Rajesh Krishnamoorthy to Lead FPSB Operations and Grow CFP Certification in India

MUMBAI – 11 JANUARY 2021 – Financial Planning Standards Board Ltd. (FPSB), the standards-setting body for the global financial planning profession…

World Financial Planning Day Is Tomorrow

Financial Planning Standards Board Marks Annual Event With Live Global Panel and Activities Worldwide

NEW YORK, NY – 6 OCTOBER 2020…

Financial Planning Standards Board Hosts Live Global Panel Event on World Financial Planning Day

October 7 Panel Event Explores Impact of COVID-19 on the Future of Financial Planning

NEW YORK, NY ­­— 24 SEPTEMBER 2020 ­­— Together with…

World Financial Planning Day Returns October 7

Financial Planning Standards Board Teams With Regulators Worldwide to Raise Awareness of Financial Planning

NEW YORK, NY – 19 AUGUST 2020 –…

Financial Planning Standards Board Names Australian CFP Professional As Regulations Advisory Panel Chairperson

DENVER, CO – 30 JUNE 2020 – Financial Planning Standards Board Ltd. (FPSB), the standards-setting body for the global financial planning…

Financial Planning Standards Board Names J.D. McCartney Chief Communications Officer

NEW YORK, NY – 11 JUNE 2020 – Financial Planning Standards Board Ltd. (FPSB), the organization that leads the global financial planning profession…

Financial Planning Standards Board Launches New Pathway to CERTIFIED FINANCIAL PLANNER^CM Certification in India

DENVER, CO – 01 JUNE 2020 – Financial Planning Standards­ Board Ltd. (FPSB Ltd.), owner of the CERTIFIED FINANCIAL PLANNERCM certification…

Financial Planning Standards Board Seeks Candidates for 2021 Board of Directors

DENVER, CO – 05 May 2020 – Financial Planning Standards Board Ltd. (FPSB), owner of the international CERTIFIED FINANCIAL PLANNER certification…

South African CFP Professional Joins Financial Planning Standards Board to Lead Stakeholder Engagement Function

DENVER, CO – 16 MARCH 2020 – Financial Planning Standards­ Board Ltd. (FPSB Ltd.), owner of the international CERTIFIED FINANCIAL PLANNER…

Number of CERTIFIED FINANCIAL PLANNER^CM Professionals in India Increased By 26% Over Previous Year

DENVER, CO – 12 MARCH 2020 – Financial Planning Standards­ Board Ltd. (FPSB Ltd.), owner of the international CERTIFIED FINANCIAL PLANNERCM…

Financial Planning Standards Board Announces 2020 Priorities

DENVER, CO – 05 MARCH 2020 – Financial Planning Standards­ Board Ltd. (FPSB Ltd.), owner of the international CERTIFIED FINANCIAL PLANNER…

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

DENVER, CO – 25 FEBRUARY 2020 – Financial Planning Standards­ Board Ltd. (FPSB), owner of the international CERTIFIED FINANCIAL PLANNER…

FPSB Europe Supports European Regulatory Efforts to Make It Easier for Consumers to Compare Investment Products

DENVER, CO – 14 JANUARY 2020 – European affiliate organizations of Financial Planning Standards Board Ltd. (FPSB Ltd.), the global…

Financial Planning Standards Board Celebrates 15 Years; Envisions Bright Future for Global Financial Planning Profession

DENVER, CO – 27 NOVEMBER 2019 – On Sunday, 1 December, Financial Planning Standards Board Ltd. (FPSB Ltd.), owner of the international CERTIFIED…

Financial Planning Standards Board Issues First Guidance Practice Note to Support Financial Planners Working with Vulnerable Clients

DENVER, CO – 26 NOVEMBER 2019 – Financial Planning Standards Board Ltd. (FPSB), owner of the international CERTIFIED FINANCIAL PLANNER…

Financial Planning Standards Board Names FPSB Affiliate Leaders to Serve on Its Chief Executives Committee

DENVER, CO – 12 NOVEMBER 2019 – At its annual meeting in Zürich, Switzerland, last month, Financial Planning Standards Board Ltd. (FPSB), owner…

Financial Planning Standards Board Names New Members to Its 2020 Governing Body

DENVER, CO – 31 OCTOBER 2019 – At its annual meeting in Zürich, Switzerland, last week, Financial Planning Standards Board Ltd. (FPSB), owner of…

Financial Planning Standards Board Names German Academic to Its Global Standards Committee

DENVER, CO – 31 OCTOBER 2019 – At its annual meeting in Zürich, Switzerland, last week, Financial Planning Standards Board Ltd. (FPSB), owner of…

Global Financial Planning Community Gathered in Zürich to Shape Future of Profession

DENVER, CO – 30 OCTOBER 2019 – At its annual meeting in Zürich, Switzerland, last week, Financial Planning Standards Board Ltd. (FPSB) and the…

Financial Planning Standards Board Names Paul Grimes As 2020 FPSB Council Chairperson

DENVER, CO – 29 OCTOBER 2019 – At its annual meeting in Zürich, Switzerland, last week, Financial Planning Standards Board Ltd. (FPSB), owner of…

Financial Planning Standards Board Celebrates World Financial Planning Day As Part of IOSCO’s World Investor Week

DENVER, CO – 01 OCTOBER 2019 – Financial Planning Standards Board Ltd. (FPSB) and the global community of professional financial planning bodies…

FPSB Ltd.’s CFP Certification Accredited by India’s National Institute of Securities Markets

CERTIFIED FINANCIAL PLANNERCM Professionals in India Offering Investment Advice Are Eligible to Register as Investment Advisers Under Securities and…

Financial Planning Standards Board to Launch World Financial Planning Day 2019 on 2 October

DENVER, CO – 03 JULY 2019 – Financial Planning Standards Board Ltd. (FPSB) and the global community of professional financial planning bodies…

Financial Planning Standards Board Seeks Candidates for 2020 Board of Directors

DENVER, CO – 29 APRIL 2019 – Financial Planning Standards Board Ltd. (FPSB), owner of the international CERTIFIED FINANCIAL PLANNER certification…

Financial Planning Standards Board Launches New Model CERTIFIED FINANCIAL PLANNER Certification Program in Peru

FPSB Recognized First Group of Level 1 Candidates for CFP Certification in Peru, With Plans to Expand to Other Pacific-Alliance Countries Within the…

Financial Planning Standards Board Provides Feedback on OECD Financial Literacy and Education Recommendations

DENVER, CO – 05 MARCH 2019 – Financial Planning Standards­ Board Ltd. (FPSB), owner of the international CERTIFIED FINANCIAL PLANNER…

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

DENVER, CO – 14 FEBRUARY 2019 – Financial Planning Standards­ Board Ltd. (FPSB), owner of the international CERTIFIED FINANCIAL PLANNER…

Financial Planning Standards Board Welcomes Netherlands-Based Independent Financial Planner to its Board of Directors

DENVER – 17 JANUARY 2019 – Financial Planning Standards Board Ltd. (FPSB), owner of the international Certified Financial Planner certification…

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…

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…

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…

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 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…

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.