While FPSB works on behalf of the public, we engage with many important stakeholders to carry out our mission and vision.

  • Educators & Training Institutes

    educatiorsFPSB works with educators and professional trainers who provide input on our standards, develop educational curricula, and train individuals seeking certification.



  • Financial Services Firms

    firmsFPSB supports firms with specialized training opportunities, and assists organizations shifting to a financial planning business model.



  • Global Alliances

    globalallianceFPSB partners with like-minded organizations on issues like financial education and financial literacy.



  • Legislators & Regulators

    legislatorsFPSB advocates for the financial planning profession, providing information and research to regulators and legislators.