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 who place 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 .