Yu Gao

Yu Gao has more than 20 years of experience in the financial services industry in the U.S. and Asia. He has held several leadership roles with Morgan…

Colin Slabach, Ph.D., CFP

Colin Slabach, Ph.D., CFP, is a Clinical Assistant Professor at New York University, where he teaches and develops programs in financial planning. He…

Eunice Chan, Chartered Banker, CFP, IFP

Malaysia

Eunice Chan, Chartered Banker, CFP, IFP, has more than 28 years of experience in the banking, mutual fund management, securities and trust…

Financial Planning Standards Board Seeks Candidates for 2025 Board of Directors

DENVER, COLO – 27 March 2024 – Financial Planning Standards Board Ltd. (FPSB), the standards-setting body for the global financial planning…

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Global consumer research on the value of financial planning 

Findings from FPSB’s global consumer research found that people…

Carly Cabral

Carly Cabral is the Administrative Assistant of Network Engagement at FPSB. She supports the Director of Network Engagement in the execution of…

Number of CFP professionals worldwide increases 5.1% to meet the growing demand for financial planning advice

Global CFP professional community reaches all-time high of 223,770 
DENVER, COLO – 15 February 2024 – With more than 50% of people who have…

FPSB Italia

FPSB Ltd. Elects 2024 Leadership from Brazil, Canada, China, Ireland, Malaysia, South Africa and the U.S.

Leaders from around the globe will join the FPSB Board of Directors to help drive FPSB’s vision, mission and strategies that support worldwide…

CFP certification launches in Italy

DENVER, COLO – 25 October 2023 – To drive excellence in the practice of financial planning, Financial Planning Standards Board Ltd. (FPSB Ltd.),…