FPSB regularly develops publications and conducts research on topics of interest to its Members 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

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

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

• CFP Certification Requirements

Position Papers

• 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

• The Global Practice of Financial Planning (2014)
• European Job Analysis Report  (2014)