FPSB’s Pathway Programs

As FPSB introduces the high-level CFP certification program to a territory, some market participants and FPSB affiliate organizations welcome the creation of one or more pathway educational and credentialing programs to create a career path to CFP certification and encourage financial services practitioners on the journey to financial planning professionalism.

FPSB’s Pathway Programs

Cross-Border Practice

Financial planners often work beyond the borders of their own territories when providing services. International practice is a natural evolution of the global economy, enabling practitioners to collaborate with CFP professionals outside of their home jurisdictions or expand their practices to serve clients from anywhere.

How FPSB Supports Cross-Border Practice