FPSB Privacy Policy

(Effective 01 April 2016)

This privacy policy sets out how Financial Planning Standards Board Ltd. (FPSB) uses and protects information that you give us when you use this website. FPSB is committed to ensuring that your privacy is protected. Any information we ask for will only be used in accordance with this privacy policy. FPSB may change this policy from time to time by updating this page. Make sure that you are familiar with our current privacy policy. If you have questions or concerns, please contact us at:

Financial Planning Standards Board
707 17th Street, Suite 2925
Denver, CO 80202 USA
P: +1-720-407-1911
F: +1-720-407-1921
E: legaldept@fpsb.org

Our Commitment To Privacy

Your privacy is important to us. To protect your privacy, we provide this notice explaining our online information practices and the choices you can make about how your information is collected and used. Our privacy policy is accessible from our homepage and at every point where your personal information may be requested.

The Information We Collect

This Privacy Policy applies to information submitted by you to our website. We only collect information from you that is relevant to our needs.

The type of personal information that FPSB may collect includes:

  • First Name
  • Last Name
  • Organization Name
  • Contact Address
  • Phone
  • Email address
  • Country/Region
  • Other information relevant to visitor surveys

The Way We Use Information

FPSB does not share, sell, distribute or transfer your personal information to outside parties unless we have your permission to do so or are required by law. We gather personal information from you to populate our contact management system so that we can better track our one-time or ongoing dealings with you. We use return email addresses to answer emails we receive and to confirm that the personal information we have collected from you is accurate, complete and current. Such addresses are not used for any other purpose and are not shared with outside parties, including FPSB Members, unless FPSB needs one or more of its Members to assist in responding to your request. We use non-identifying and aggregate information to determine which countries/regions have an interest in financial planning/the CFP marks and to better design our website. We never use or share personal information you provide to us online in ways unrelated to the ones described in this section without your consent.

Our Commitment To Data Security

We are committed to ensuring that your information is secure. To protect against loss, misuse, unauthorized access, disclosure, alteration or destruction, maintain data accuracy, and ensure the correct use of information, FPSB has put in place appropriate physical, electronic and managerial procedures to safeguard and secure the information we collect online. Before we share any personal information gathered with third-party agents of FPSB, we require those agents to confirm in writing that they follow this privacy policy.

How You Can Access Or Correct Your Information

Due to the burden that would be placed on FPSB, FPSB does not permit casual contacts to correct, amend or delete personal information provided to FPSB during one-time website inquiries and stored by FPSB. If you are not comfortable with this policy, you should not use our website.

How We Use Cookies

A cookie is a small file which asks permission to be placed on your computer’s hard drive. Once you agree, the file is added and the cookie helps us analyze traffic to our website and identify you as a visitor to certain section of our website so that our website applications can respond to you as an individual. We use traffic log cookies to identify which pages are being used. We use cookies through Google Universal Analytics and Google Advertising Analytics services, which may provide information such as your location, search queries, device, browser, age group, gender and interests. This helps us analyze data about web page traffic and improve our website to tailor it to customer needs. We only use this information for statistical analysis purposes and then the data is removed from the system.

Most web browsers automatically accept cookies, but you may be able to modify your browser setting to decline cookies if you prefer. This may prevent you from taking full advantage of FPSB’s website.

Links to Other Websites

Our website contains links to other websites that may be of interest to you, including websites of FPSB Members and independent third parties. When using these links to exit our site, recognize that FPSB does not have any control over these other websites. FPSB is not responsible for the protection and privacy of any personal information you provide when visiting these sites, which are not governed by FPSB’s privacy policy. You should familiarize yourself with the privacy policies of these other sites prior to providing personal information.

How To Contact Us

If you have questions or concerns about our privacy policy, please contact us at:

Financial Planning Standards Board
707 17th Street, Suite 2925
Denver, CO 80202 USA
P: +1-720-407-1911
F: +1-720-407-1921
E: legaldept@fpsb.org