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 planning profession and owner of the international CERTIFIED FINANCIAL PLANNER certification program, is seeking nominations for three open three-year positions on FPSB’s Board of Directors, beginning 1 April 2027. Nominations should be submitted to the FPSB Nominating Committee Coordinator at nominations@fpsb.org no later than 5:00 p.m. Mountain Daylight Time on Friday, 22 May 2026.
FPSB is seeking nominees that will complement the talents of its continuing Board members and who can meaningfully contribute to FPSB’s strategic vision and future business development. Nominees must be able to provide tangible value in one or more of the following areas:
- Financial regulatory experience: As the global standards-setting body operating across diverse regulatory environments, FPSB welcomes nominees with a strong background in financial regulatory matters, such as a former financial regulator.
- International business experience: FPSB administers the CFP certification program across the world and welcomes nominees who can bring the perspective of financial services / planning in Africa and Asia, including individuals with a background in building the financial services / financial planning industry in these regions.
- Perspectives from the next-generation of professionals: To ensure FPSB remains forward-looking and responsive to younger financial planning professionals’ needs, FPSB encourages nominations from the next generation of leaders in financial planning, generally considered to be individuals under 40 years of age.
- Experience in allied professions: As FPSB seeks to future-proof the financial planning profession, FPSB seeks nominees who have strategic experience with standards setting, education development, and / or credentialing program development and management in allied professions, such as accounting or law.
- Technology platforms or Education technology (EdTech) solutions expertise: As FPSB and its network of organizations stay abreast of evolving education delivery models, FPSB welcomes nominees who have experience in planning, developing or delivering technology platforms or EdTech solutions, preferably with a focus on AI enabled technologies within the financial services or certification industries.
- Public interest / consumer advocate perspective: As a nonprofit association with a public-interest mission, FPSB welcomes nominees who have expertise in understanding how its programs and standards can best be leveraged to benefit consumers, or similar nonprofit experience relevant to the financial services or certification industries.
“FPSB is seeking Board leaders who reflect the profession’s global reach and future direction,” said incoming 2026 FPSB Board chairperson, Caroline Dabu. “From regulatory leadership and international market development in Africa and Asia, to next-generation‑ professional insight, education innovation and consumer advocacy, these capabilities will help ensure FPSB continues to uphold rigorous global standards that expand access to competent and ethical financial planning advice worldwide.”
FPSB’s Board of Directors is responsible for guiding the organization’s administration of its public interest mission and vision; developing governing policies that address the broadest levels of all organizational decisions and situations; identifying needs and advocating on behalf of FPSB’s stakeholders; and overseeing organizational performance and providing strategic guidance to FPSB’s CEO. As the preeminent standards-setting organization for financial planning worldwide, FPSB and its network of organizations span across 29 territories, which together represent more than 236,000 CERTIFIED FINANCIAL PLANNER professionals worldwide.
Nominees for FPSB’s 2027 Board of Directors must be able to participate in English-language meetings and cannot be a staff member, director or office holder with an affiliated organization. FPSB strongly prefers that CFP professional nominees have senior-level volunteer experience with FPSB or an FPSB affiliated organization and the endorsement of their affiliate organization. FPSB expects to finalize its selection for the FPSB Board in October 2026.
For more information on FPSB Board member duties and responsibilities, view the FPSB Board Member Role Description.
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About FPSB Ltd.
FPSB manages, develops and operates certification, education and related programs to benefit the global community by establishing, upholding and promoting worldwide professional standards in financial planning. FPSB demonstrates its commitment to excellence with the marks of professional distinction – CFP, CERTIFIED FINANCIAL PLANNER and CFP Logo Mark – which it owns internationally. FPSB and our global network of organizations certify CFP professionals in 29 territories. CFP professionals are certified in Australia, Austria, Brazil, Brunei, Canada, Chinese Taipei, Colombia, France, Germany, Hong Kong, India, Indonesia, Ireland, Israel, Italy, Japan, Macau, Malaysia, the Netherlands, New Zealand, People’s Republic of China, Republic of Korea, San Marino, Singapore, South Africa, Switzerland, Thailand, the United Kingdom and the United States. There are 236,300 CFP professionals worldwide. For more, visit fpsb.org.
FPSB owns the CFP, CERTIFIED FINANCIAL PLANNER and (the CFP Marks) outside the United States, and permits qualified individuals to use the marks to indicate that they meet FPSB’s initial and ongoing certification standards and requirements. CFP professionals may use the CFP marks in the territory or region in which they are certified.
About CFP Certification
CFP certification is the global symbol of excellence in financial planning and represents financial planners who commit to standards of competency and ethics, and to putting clients’ interests first. The CERTIFIED FINANCIAL PLANNER credential represents financial planning professionals who commit to better serving their clients through rigorous international standards, ethical practices and lifelong learning.
CFP Certification Global excellence in financial planning™
Media Contact:
Ryanne Harrah
Senior Manager of Marketing and Communications
Financial Planning Standards Board Ltd.
+1-720-203-7007
rharrah@fpsb.org