FPSB regularly develops publications and conducts research on topics of interest to its Affiliates and stakeholders. This page contains links to FPSB’s corporate documents, standards and certification requirements, position and comment papers, and our most recent research.
FPSB Corporate Documents
Professional Standards for Financial Planning
- Financial Planner Competency Profile
- Financial Planning Education Framework
- Financial Planning Practice Standards
- Financial Planner Code of Ethics and Professional Responsibility
- Model Rules of Conduct for CFP Professionals
- FPSB Client Duty-of-Care Principles
CFP Certification Documents
Position Papers
- FPSB Response to IOSCO Consultation Report on Retail Distribution and Digitalsation
- 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)