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)