FPSB’s strategic framework serves as the compass guiding our priorities and initiatives as the standards-setting body leading the global financial planning profession.


FPSB’s Strategic Framework

Vision and Mission

Principles of Partnership

The Principles of Partnership define how FPSB and its network of organizations work together towards the shared purpose of establishing CFP certification as the global symbol of excellence in financial planning.

FPSB’s Strategy

Aligned with our vision and mission, our strategy builds upon our past successes, leveraging our strengths and sharpening our focus towards 2030.

Central to our strategy is the acronym “FPSB”, which defines our strategic pillars.