Financial Planner Competency Profile:
FPSB’s Competency Profile: FPSB’s Competency Profile is a comprehensive analysis that describes the abilities, skills and knowledge that a financial planning professional draws on when working with clients in financial planning engagements.
Financial Planning Education Framework:
FPSB developed learning outcomes and content for its Financial Planning Education Framework that relate to the competencies, skills and knowledge needed to practice financial planning (described in FPSB’s Financial Planner Competency Profile). FPSB encourages educators to be directed by the actual practice of financial planning when developing financial planning curricula, so that students develop thinking and capabilities that prepare them to practice as competent financial planning professionals.
Financial Planner Code of Ethics and Professional Responsibility:
FPSB’s Financial Planner Code of Ethics and Professional Responsibility sets out eight principles that express in general terms the professional and ethical behavior that financial planning professionals should adhere to in their professional activities.
Financial Planner Code of Ethics and Professional Responsibility (PDF)
Financial Planning Practice Standards:
FPSB’s Financial Planning Practice Standards establish the level of practice expected of a financial planning professional engaged in the delivery of financial planning to a client; establish norms of professional practice; clarify the respective roles and responsibilities of financial planning professionals and their clients in financial planning engagements; and enhance the value of the financial planning process.