Financial planning is the process of developing strategies to help people manage their financial affairs to meet personal goals. Financial planners can help people take control of their financial lives, empowering them to feel more confident and stay on track to achieve their goals. Global research shows that people who work with a financial planner report a better quality of life, enjoy more financial confidence and resilience and are more satisfied with their financial situation.

Learn more


Financial Planning Process

FPSB’s Financial Planning Process is a collaborative, iterative approach that financial planning professionals use to consider all aspects of a client’s financial situation when formulating financial planning strategies and making recommendations.



Financial Planning’s Global Symbol of Excellence

Individuals who have earned the CERTIFIED FINANCIAL PLANNER certification are qualified to deliver integrated financial planning recommendations and present appropriate solutions to help consumers take control of their financial lives.

About CFP Certification


FPSB and its network of Affiliate organizations around the world have certified over 213,000 individuals who have met initial and ongoing CFP certification requirements to hold themselves out as CERTIFIED FINANCIAL PLANNER professionals. To find a CFP professional near you, visit the website of the FPSB Affiliate organization in your territory.

FPSB Affiliate Organizations