FPSB | Financial Planning Standards Board

FPSB | Financial Planning Standards Board

FPSB envisions a future in which the public understands the importance and benefits of the financial planning process and how it can make their lives better; a future in which consumers can readily identify financial planners who have committed to competency and ethical standards and placing clients’ interests first; a future in which practitioners aspire to the highest levels of professionalism; and a future in which regulators, governments and other FPSB stakeholders around the world recognize financial planning as a distinct, valued professional practice.

FPSB’s Vision

To establish financial planning as a global profession and the CFP marks as the global symbol of excellence in financial planning.

FPSB’s Mission

To benefit the global community by establishing, upholding and promoting worldwide professional standards in financial planning. FPSB’s commitment to excellence is represented by the marks of professional distinction—CFP, CERTIFIED FINANCIAL PLANNER and CFP Mark.

Celebrating 20 years as the leader of the global financial planning profession, FPSB presents a commemorative book, video, and historical timeline.

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FPSB’s Strategic Framework

FPSB’s strategic framework serves as the compass guiding our priorities and efforts to advance the financial planning profession for the benefit of the public and the global community. Central to our strategy is the acronym “FPSB”: Financial Planning Professionals, Partnerships, Standards & Certification, Brand & Awareness.

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FPSB’s Global Network

Together with its network of organizations, FPSB advances its mission and delivers CFP certification as the global symbol of excellence in financial planning.

 

Our Affiliates
 
 

FPSB’s Board of Directors

FPSB’s Board of Directors consists of up to eight voting directors and FPSB’s chief executive officer, a non-voting director, who meet in person and virtually to direct the affairs of FPSB and ensure that FPSB achieves its vision, mission and strategies.

Meet the Board

FPSB Council

The FPSB Council acts as an advisory and consultative body to FPSB’s Board of Directors and is made up of delegates from each of the organizational Affiliates of FPSB.

Meet the FPSB Council

 
 

FPSB Staff

FPSB’s professional staff supports the organization’s mission and vision, and works with the FPSB Board and affiliate organizations to develop professional standards for the global financial planning profession and promote CERTIFIED FINANCIAL PLANNER certification.

Meet Our Staff

Annual Report

Read 2025 report

 

FPSB’s Honor Roll

We thank and acknowledge former FPSB leaders, including Board Chairs, Committee Chairs and award recipients.

Honor roll