10th Annual World Financial Planning Day Returns to Inspire People to Build Strong Financial Futures

FPSB and its global network invite people everywhere to discover the life-changing impact of financial planning during World Financial Planning Day on…

FPSB 2025 Annual Report Highlights a Year of Global Progress in the Financial Planning Profession

DENVER, COLO – 2 July 2026 – Financial Planning Standards Board Ltd. (FPSB) today announced the release of its
2025 Annual Report, highlighting…

FPSB Annual Report (2025)

Building a younger, more diverse global profession

Building a younger, more diverse global profession

FPSB Releases New Practice Guidance Note on the Use of AI in Financial Planning

DENVER, COLO – 24 June 2026 – Financial Planning Standards Board Ltd. (FPSB), the nonprofit, standards-setting body for the global financial…

FPSB India Names Ramesh Vishwanathan as Chief Executive Officer to Drive Growth of Financial Planning Profession in India

Mumbai, India – 1 June 2026: FPSB India is pleased to announce the appointment of Ramesh Vishwanathan as its new Chief Executive Officer (CEO). FPSB…

Amy Richardson, CFP

Amy Richardson, CFP, has more than 15 years of experience in the financial services industry. She serves as Director of Advisory Services at TCI…

Amyr Rocha Lima, CFP

Amyr Rocha Lima, CFP, has nearly 20 years of experience in financial planning and wealth management.

Based in the United Kingdom, Lima currently…

Financial Planning Standards Board Seeks Candidates for 2027 Board of Directors

DENVER, COLO – 31 March 2026 – Financial Planning Standards Board Ltd. (FPSB), the nonprofit, standards-setting body for the global financial…

Global CFP Professional Community Reaches Over 236,000 as Profession Advances Worldwide

DENVER, COLO – 24 March 2026 – The global community of CERTIFIED FINANCIAL PLANNER professionals continued its upward trajectory in 2025, closing…