FPSB Affiliates comprise the leading financial planning organizations on six continents. These organizations are committed to developing, promoting and enforcing world-class standards for financial planning professionalism, and all offer the globally recognized CFP certification program in their territories.


Benefits of FPSB Affiliation

FPSB affiliation provides the exclusive opportunity for organizations to offer the prestigious CERTIFIED FINANCIAL PLANNER certification in a territory. In addition, affiliation unlocks access to global standards, policies, FPSB’s advocacy program, and knowledge-sharing events within the FPSB network. FPSB affiliate organizations also benefit from global research initiatives, issues analysis, development and training to enhance their territory-specific certification programs. FPSB affiliate organizations are preeminent financial planning standards authorities in their territories who share FPSB’s vision to establish financial planning as a global profession.

FPSB Affiliate Benefits

The Path to FPSB Affiliation

FPSB affiliation generally follows a two-step process, in which prospective Affiliates develop a business plan and petition for Associate status, then execute their business plan and prepare their CFP certification program before petitioning for Affiliate status. Only FPSB Affiliates have the exclusive ability to offer CFP certification in their territories.




Ready to Learn More?

We invite you to help shape the future of financial planning – in your territory and around the world. To learn more about offering the CFP certification, Affiliate benefits and dues, contact us today.

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