Join FPSB

For organizations looking to offer CFP certification

Members

General information and password-protected site

Certification and Standards

Learn about Financial Planning

FINANCIAL PLANNING STANDARDS BOARD LTD.

FPSB is a nonprofit association that manages, develops and operates certification, education and related programs for financial planning organizations so that they may benefit the global community by establishing, upholding and promoting worldwide professional standards in financial planning. More →

preview

Financial Planning Standards Board Ltd. owns the marks above outside the U.S. and permits qualified individuals to use these marks to indicate that they have met FPSB's initial and ongoing certification requirements.

FPSB NAMES FOUR DIRECTORS TO 2010 BOARD

DUBLIN – 11 November 2009 – At its semi-annual meeting in Dublin, Ireland, FPSB demonstrated its commitment to engaging stakeholders in FPSB’s mission by naming four external directors to its governing body. Read more...

FPSB DUBLIN MEETING A SUCCESS

FPSB's November 2009 meeting in Dublin, Ireland, attracted regulators and ministers from Ireland and the UK, as well as delegates from 23 FPSB member organizations around the world, to discuss global financial planner standards and the financial planning profession's future. Read more...

FPSB APPROVES GLOBAL EXPERIENCE AND CPD STANDARDS

DUBLIN – 11 November 2009 – At its semi-annual meeting in Dublin, Ireland, FPSB approved global work experience and continuing professional development standards for financial planners. Read more...

ASIA-PACIFIC ADVISERS TURN TO CFP CERTIFICATION

DENVER - 24 SEPTEMBER 2009 – Just as workers often seek additional training and new skills during difficult economic times, Asia-Pacific’s financial services professionals are turning to CFP certification to improve their abilities and build their standing as competent, ethical financial planners. Read more...

FPSB SEEKS CANDIDATES FOR 2010 BOARD

TOKYO, JAPAN – 27 APRIL 2009 – Financial Planning Standards Board Ltd. (FPSB), owner of the CFP, CERTIFIED FINANCIAL PLANNER and CFP Logo Marks outside the United States, seeks nominations for three positions on FPSB’s Board of Directors, starting 1 April 2010.

DUTCH GROUP TO OFFER CFP CERTIFICATION

TOKYO, JAPAN – 25 APRIL 2009 – At its semi-annual meeting, Financial Planning Standards Board Ltd. (FPSB), owner of the CFP, CERTIFIED FINANCIAL PLANNER and CFP Logo Marks outside the United States, authorized Stichting Register Masters in Financial Planning (RMFP) to administer the CFP certification program and oversee development, enforcement and promotion of local financial planning standards in the Netherlands. RMFP has exclusive rights to certify individuals who meet rigorous competency, ethics and practice standards to use the CFP marks in the Netherlands.

Financial Planning Bodies Agree to Discuss Alliance

The European Financial Planning Association (€FPA) and Financial Planning Standards Board (FPSB) have signed a Letter of Intent to facilitate discussion of options for forming an alliance to promote professional, education, examination and ethics standards for practitioners in Europe. View PDF Document.

FPSB China Ltd. (Shanghai) to Launch in June

SHANGHAI, CHINA – The CERTIFIED FINANCIAL PLANNER™ or CFP™ certification program in the People’s Republic of China has made great progress since Financial Planning Standards Council of China (FPSCC) was founded in 2004,