How FPSB Sets Standards

FPSB’s global standards for the financial planning profession (as well as CERTIFIED FINANCIAL PLANNER certification requirements) are developed using an extensive drafting and consultative process. FPSB’s process relies on input from standards-setting experts, certification specialists, CERTIFIED FINANCIAL PLANNER professionals, FPSB Affiliate organizations, academics and consumer representatives from around the world.

FPSB’s Standards-Setting Process

Colleagues discussing over documents