Thanks for visiting our website. Below is a list of all the Pages and Posts on this site. For the XML version of our sitemap, visit https://www.fpsb.org/sitemap_index.xml
Pages:
- 2022 CFP Professional Growth Campaign
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- About FPSB
- Advancing and strengthening the global profession
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- CFP Certification Across Borders in Asia-Pacific
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- How to use the CFP Marks
- Fintech and the Future of Financial Planning
Posts:
Popups
CFP Transfer Requirements
Members
- Finansal Planlama Derneği (FPD)
- Financial Planners Association in Israel (FPAI)
- CFP Board
- Chartered Institute for Securities & Investment (CISI)
- Thai Financial Planners Association (TFPA)
- Swiss Financial Planners Organization (SFPO)
- Financial Planning Institute of Southern Africa (FPI)
- Financial Planning Association of Singapore (FPAS)
- Financial Planning Standards Board Korea (FPSB Korea)
- Financial Advice New Zealand
- Federatie Financieel Planners (Federation of Financial Planners)
- Financial Planning Association of Malaysia (FPAM)
- Japan Association for Financial Planners (JAFP)
- FPSB Ireland Ltd.
- Financial Planning Standards Board Indonesia (FPSB Indonesia)
- Financial Planning Standards Board Ltd. in India
- Institute of Financial Planners of Hong Kong Ltd. (IFPHK)
- Financial Planning Standards Board Deutschland e.V. (FPSB Deutschland)
- Association Francaise des Conseils en Gestion de Patrimoine Certifiés (CGPC)
- Asociación Colombiana de Planeación Financiera (ACPF)
- Financial Planning Association of Taiwan (FPAT)
- Financial Planning Standards Board China Ltd. (Shanghai)
- FP Canada
- Planejar – Associação Brasileira de Planejamento Financeiro
- Österreichischer Verband Financial Planners (OVFP)
- Financial Advice Association Australia (FAAA)
News
- FPSB Welcomes New Chairperson and Board Leaders to Support Worldwide Professional Standards in Financial Planning
- Financial Planning Standards Board Updates Global Financial Planning Standards to Reflect Evolving Client Needs
- Financial Planning Standards Board Seeks Candidates for 2024 Board of Directors
- CERTIFIED FINANCIAL PLANNER Professionals Worldwide Surpasses 213,000
- Financial Planning Standards Board Names 2023 Leadership from Australia, Brazil, Canada, Ireland, Japan, the Netherlands and Singapore
- Financial Planning Standards Board Ltd. Names Dante De Gori, CFP, As New CEO
- IOSCO Secretary General, FPSB CEO Discuss the Impact of Financial Planning on Investor Resilience This World Financial Planning Day
- FPSB, Global CFP Professional Community Promote Value of Financial Planning During 6th World Financial Planning Day
- Financial Planning Standards Board Appoints Elle Manton as Director of Communications
- Financial Planning Standards Board Recommends Enhanced Oversight of Crypto Assets and Fin-fluencers To Protect Investors
- Noel Maye To Step Down As Financial Planning Standards Board Ltd. CEO
- Financial Planning Standards Board Seeks Candidates for 2023 Board of Directors
- NATIONAL INSTITUTE OF SECURITIES MARKETS RENEWS ACCREDITATION OF CERTIFIED FINANCIAL PLANNER CERTIFICATION
- Number of CERTIFIED FINANCIAL PLANNER Professionals Worldwide Tops 203,000
- Financial Planning Standards Board Names Lelané Bezuidenhout Chairperson of Chief Executives Committee
- Fifth Annual World Financial Planning Day Is Wednesday
- Financial Planning Practice in Future Will Be More Innovative, More Human and More in Demand, According to Global CFP Professionals
- CERTIFIED FINANCIAL PLANNER Professionals Rank Building Trust, Effective Client Communication Among Most Important Tasks In Global Study
- Fifth Annual World Financial Planning Day Promotes Financial Wellbeing For All On 6 October
- Financial Planning Standards Board Launches Final Education Course Leading to CFP Certification in India
- Financial Planning Standards Board Names Paul Grimes, CFP, as First Chief Professionalism Officer
- Financial Planning Standards Board Names Leaders From Australia, Mexico and South Africa to Board of Directors
- FPSB Updates Guidance For Financial Planning Process to Reflect Practice Innovations, Shifting Approaches to Client Engagement
- Financial Planning Standards Board Launches Advisory Council to Steer Growth and Value of CFP Certification in India
- Financial Planning Standards Board Names Experts From Brazil, South Africa and the U.S. to Global Standards Committee
- Financial Planning Standards Board Names Rajesh Krishnamoorthy to Lead FPSB Operations and Grow CFP Certification in India
- World Financial Planning Day Is Tomorrow
- Financial Planning Standards Board Hosts Live Global Panel Event on World Financial Planning Day
- World Financial Planning Day Returns October 7
- Financial Planning Standards Board Names Australian CFP Professional As Regulations Advisory Panel Chairperson
- Financial Planning Standards Board Names J.D. McCartney Chief Communications Officer
- Financial Planning Standards Board Launches New Pathway to CERTIFIED FINANCIAL PLANNERCM Certification in India
- Financial Planning Standards Board Seeks Candidates for 2021 Board of Directors
- South African CFP Professional Joins Financial Planning Standards Board to Lead Stakeholder Engagement Function
- Number of CERTIFIED FINANCIAL PLANNERCM Professionals in India Increased By 26% Over Previous Year
- Financial Planning Standards Board Announces 2020 Priorities
- Financial Planning Standards Board Reports Record Number of CERTIFIED FINANCIAL PLANNER Professionals Worldwide
- FPSB Europe Supports European Regulatory Efforts to Make It Easier for Consumers to Compare Investment Products
- Financial Planning Standards Board Celebrates 15 Years; Envisions Bright Future for Global Financial Planning Profession
- Financial Planning Standards Board Issues First Guidance Practice Note to Support Financial Planners Working with Vulnerable Clients
- Financial Planning Standards Board Names FPSB Affiliate Leaders to Serve on Its Chief Executives Committee
- Financial Planning Standards Board Names New Members to Its 2020 Governing Body
- Financial Planning Standards Board Names German Academic to Its Global Standards Committee
- Global Financial Planning Community Gathered in Zürich to Shape Future of Profession
- Financial Planning Standards Board Names Paul Grimes As 2020 FPSB Council Chairperson
- Financial Planning Standards Board Celebrates World Financial Planning Day As Part of IOSCO’s World Investor Week
- FPSB Ltd.’s CFP Certification Accredited by India’s National Institute of Securities Markets
- Financial Planning Standards Board to Launch World Financial Planning Day 2019 on 2 October
- Financial Planning Standards Board Seeks Candidates for 2020 Board of Directors
- Financial Planning Standards Board Launches New Model CERTIFIED FINANCIAL PLANNER Certification Program in Peru
- Financial Planning Standards Board Provides Feedback on OECD Financial Literacy and Education Recommendations
- Financial Planning Standards Board Reports Record Number of CERTIFIED FINANCIAL PLANNER Professionals Worldwide
- Financial Planning Standards Board Welcomes Netherlands-Based Independent Financial Planner to its Board of Directors
- Global Financial Planning Community to Gather in Bangkok to Discuss What’s Ahead for the Profession
- FPSB Europe Sponsors Better Finance Conference on European Investor Empowerment in the Digital Age
- Financial Planning Standards Board Seeks Candidates for Board of Directors
- Financial Planning Standards Board Adds Middle East-Based Global Accounting, Education Leader to its Governing Body
- Global Financial Planning Standards Body Names South African Gerhardt Meyer 2018 Board Chairperson-Elect
- FPSB Names International Tax and Estate Planning Expert to its 2018 Board of Directors
- Financial Planning Standards Board Names 2018 Leadership
- Financial Planning Standards Board Hosts First World Financial Planning Day During IOSCO’s World Investor Week
- Global Financial Planning Community Sees Client-First Duty of Care as Best Way to Protect Elders Seeking Financial Advice
- FPSB Europe Responds to European Commission’s Consultation on Fintech in the European Financial Sector
- Global Financial Literacy Group Names Financial Planning Standards Board as Newest Member
- Landmark Legislation Assures Australians That Financial Planners Will Need To Be Qualified and Subject to Code of Ethics
- NAUFOR and FPSB Sign MOU to Cooperate in Financial Consulting Sphere in Russia
- Financial Planning Standards Board Starts Global Conversation on Implications of Fintech, Automated Advice for Financial Planning
- FPSB Names Kimmis Pun, CFP, to 2017 Board of Directors
- FPSB Board Names Barry Horner, CFP, 2017 Board Chairperson-Elect
- Financial Planning Standards Board Names 2017 Leadership
- Global Financial Planning Community Gathered in Amsterdam to Discuss Evolving Stakeholder Needs, Shape Future of Profession
- FPSB Board Chairperson-Elect Congratulates FPSB Member and Dutch Financial Planners on 20 Years of Excellence at FFP Annual Congress
- FPSB CEO to Speak at CISI Financial Planning Annual Conference
- FPSB Names 2016 Professional Standards Committee
- Global Survey By Financial Planning Standards Board Finds Consumers Lack Strong Confidence In Achieving Their Financial Goals
- Financial Planning Standards Board Updates Global Body Of Knowledge For Financial Planning Profession
- Financial Planning Standards Board Welcomes Netherlands-Based Federatie Financieel Planners to Global Financial Planning Community
- Financial Planning Standards Board Named Affiliate Member of OECD — INFE; Endorsed National Financial Literacy Guidelines for Nonprofits
People
- Brett Millard, CFP
- Caroline Dabu
- Stephen Rotstein
- Norah Duffy
- Elle Manton
- Amy Wisniewski
- Dante De Gori, CFP
- Becca Zempel
- Dalia EL-Prince
- Nicki Maggiore
- Paul Grimes, CFP
- Ryanne Harrah
- Tanya Dahlen
- Sara White
- Jeff Farrar, CFP
- Andrea Middel, CFP, 2023-25 FPSB Board Chairperson-elect
- Christie Searls
- Ana Cláudia Akie Utumi, CFP, 2023-25 FPSB Board Chairperson
- Adv. Sankie Morata, CFP
- Darren McShane
- Carrie Bolno
- Eric Cauble
- Dr. Kaja Kroll
Positions
- FPSB Public Comment on IOSCO Retail Market Conduct Task Force (RMCTF) Report
- FPSB Response to IOSCO Consultation Report on Retail Distribution and Digitalsation
- FPSB Europe’s Response to ESAs’ Joint Consultation Paper Concerning ESG Disclosures
- FPSB Europe’s Response to ESAs’ Joint Consultation Paper Concerning Amendments to the PRIIPs KID
- FPSB Guidance Practice Note 2019/01: Advising Vulnerable Clients
- FPSB Response to OECD-INFE Draft Recommendation on Financial Literacy and Education
- FPSB Europe Position: Consumer Protection and Investment Advisor, Financial Advisor and Financial Planner Competency and Oversight in Europe
- FPSB Response to IOSCO Consultation Report on Retail OTC Leveraged Products
- FPSB Europe Comment on ESMA Call for Evidence on CFDs/BOs for Retail Investors
- FPSB Response to IOSCO on Senior Investor Vulnerability
- FPSB Europe Response to European Commission Consultation on Fintech
- FPSB Response to ESA Joint Discussion Paper on Automation in Financial Advice
- FPSB Response to ESMA Consultation on Draft Guidelines for the Assessment of Knowledge and Competence
- FPSB Response to IOSCO C3 on Automated-Advice Tools
- FPSB Position: Financial Planner Remuneration
- FPSB Response to ESMA Consultation on MiFID II/MIFIR
- FPSB Response to IOSCO C8 on Strategic Framework for Investor Education and Financial Literacy
- FPSB Response to IOSCO’s Suitability Principles Paper
- FPSB Position: Regulation and Oversight of the Financial Planning Profession