FPSB establishes the level of practice expected of financial planning professionals. Consistently applied global standards improve the quality of financial planning, benefit consumers and financial planners, and serve as a foundation for trust and confidence in the profession.
Download the Standards
Read FPSB’s Global Financial Planning Standards online or print the document.
Framework of the standards
The standards are organized within a framework that integrates financial planning knowledge, professional practice standards and ethics, known as KNOWING | DOING | BEING:
How FPSB sets standards
FPSB develops the global standards through an extensive consultative process, capturing input from across the global financial planning ecosystem. The global standards are localized and adopted in territories around the world by local financial planning bodies.