FPSB | Financial Planning Standards Board

FPSB | Financial Planning Standards Board

  • About
  • Advocacy
  • Resources
  • Newsroom
  • Contact Us
  • Financial Planning
  • Standards
  • Certification
  • Join FPSB
  • Community
 
 
 
 

Resources

FPSB Corporate Documents

  • FPSB Strategic Plan (LASER)
  • 2014 FPSB Stakeholder Report

Global Standards for the Financial Planning Profession

  • FPSB Global Financial Planning Standards
  • FPSB Client Duty of Care Principles

CFP Certification Documents

  • CFP Certification Requirements
  • Model Rules of Conduct for CFP Professionals

Position Papers

  • Response to IOSCO Consultation Report on Retail Distribution and Digitalization (2022)
  • Comment to IOSCO C3 on Automated-Advice Tools (2015)
  • Response to ESMA Consultation Paper – Investment Services (2015)
  • Financial Planner Remuneration
  • Response to IOSCO’s Suitability Principles Paper (2012)
  • Regulation and Oversight of the Financial Planning Profession (2010)

Research Papers

  • Fintech and the Future of Financial Planning (2016)
  • The Global Practice of Financial Planning (2014)
  • European Job Analysis Report  (2014)
Financial Planning Standards Board
  • Jobs
  • Contact Us
  • Copyright
  • Privacy Policy
  • Terms of Use
  • Sitemap
Copyright © 2004-23. All rights reserved.
Twitter Facebook YouTube LinkedIn