Financial Planning Standards Board Ltd. (FPSB), through its network of professional financial planning and certification bodies around the world, is active in developing global competency, ethics and professional practice standards (and related certification requirements) to support the emergence and promote recognition of financial planning as a global profession. Over the past decade, FPSB has charted an ambitious course to build the global financial planning profession to benefit the public for generations to come.

 

FPSB’s Global Financial Planning Standards Framework

FPSB works in conjunction with its member organizations, CERTIFIED FINANCIAL PLANNER professionals and subject-matter experts around the world to create a global framework for financial planning professionalism that integrates competency, ethics and professional practice standards for financial planning, along with CERTIFIED FINANCIAL PLANNER certification requirements. All organizations and individuals engaged in financial planning can embrace FPSB’s professional framework for financial planning. FPSB’s standards and certification requirements are adapted by FPSB member organizations and enforced against CERTIFIED FINANCIAL PLANNER professionals in their territories.

Learn about FPSB’s standards

 
 

How FPSB Sets Standards

FPSB’s global standards for the financial planning profession (as well as CERTIFIED FINANCIAL PLANNER certification requirements) are developed using an extensive drafting and consultative process. FPSB’s process relies on input from standards-setting experts, certification specialists, CERTIFIED FINANCIAL PLANNER professionals, FPSB member organizations, academics and consumer representatives from around the world.

FPSB’s Standards-Setting Process

Colleagues discussing over documents

 

The CFP Certification Framework

FPSB has developed a framework for CFP certification that integrates competency, ethics and professional practice standards for financial planning, along with requirements in the areas of education, assessment and ongoing competency. All organizations and individuals engaged in financial planning can embrace FPSB’s CFP certification framework for financial planning.

Our Framework