10 posts found.
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Financial Planning Standards Board Names Lelané Bezuidenhout Chairperson of Chief Executives Committee
Press Release | 10 November 2021Bezuidenhout of South Africa will serve as CEC chairperson, Barak Atzili of Israel to become at-large member for 2022-23
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NEW YORK – 10 November… -
Fifth Annual World Financial Planning Day Is Wednesday
Press Release | 03 October 2021Financial Planning Standards Board Promotes Value of Financial Planning on October 6th
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During IOSCO’s World Investor Week
NEW YORK, NY – 4… -
Financial Planning Practice in Future Will Be More Innovative, More Human and More in Demand, According to Global CFP Professionals
Press Release | 03 October 2021FPSB Research Shows Global Financial Planning Community Optimistic About Profession’s Future, Committed to Professionalism and Eager to…
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CERTIFIED FINANCIAL PLANNER Professionals Rank Building Trust, Effective Client Communication Among Most Important Tasks In Global Study
Press Release | 21 September 2021Nearly 12,000 CFP Professionals Benchmark Practice of Financial Planning Worldwide, Validate FPSB’s Global Standards, and Guide CFP Certification…
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Fifth Annual World Financial Planning Day Promotes Financial Wellbeing For All On 6 October
Press Release | 18 August 2021Financial Planning Standards Board and global CFP professional community join IOSCO during World Investor Week to promote value of financial…
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Financial Planning Standards Board Launches Final Education Course Leading to CFP Certification in India
Press Release | 05 July 2021Experienced CFP professionals to serve as mentors for course takers as part of FPSB Ltd.’s innovative contribution to financial skills development…
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Financial Planning Standards Board Names Paul Grimes, CFP, as First Chief Professionalism Officer
Press Release | 17 May 2021DENVER, CO – 17 May 2021 – Financial Planning Standards Board Ltd. (FPSB), the organization that leads the global financial planning profession…
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Financial Planning Standards Board Names Leaders From Australia, Mexico and South Africa to Board of Directors
Press Release | 25 March 2021NEW YORK – 25 MARCH 2021 – Financial Planning Standards Board Ltd. (FPSB), the standards-setting body for the global financial planning…
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FPSB Updates Guidance For Financial Planning Process to Reflect Practice Innovations, Shifting Approaches to Client Engagement
Press Release | 17 March 2021NEW YORK – 17 MARCH 2021 – Financial Planning Standards Board Ltd. (FPSB), the standards-setting body for the global financial planning…
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Financial Planning Standards Board Launches Advisory Council to Steer Growth and Value of CFP Certification in India
Press Release | 22 February 2021NEW YORK — 22 FEBRUARY 2021 — Financial Planning Standards Board Ltd. (FPSB), owner of the CERTIFIED FINANCIAL PLANNERCM certification program in…
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