Financial Planning Standards Board Celebrates 20 Years of Shaping Global Financial Planning Profession
DENVER, COLO – 21 October 2024 – The global leader in the financial planning profession, Financial Planning Standards Board Ltd. (FPSB), proudly announces the celebration of its 20th anniversary. Since its inception in 2004, the organization has been dedicated to establishing, upholding and promoting worldwide professional standards in financial planning with CFP certification as the global symbol of excellence.
Over the past two decades, FPSB and its global network of organizations have made significant strides to propel the global financial planning profession forward, including:
- More than doubling the number of CFP professionals worldwide from 86,690 to 223,700 at a 158% increase
- Growing the number of territories offering CFP certification from 17 to 28 territories, most recently in Italy
- Keeping pace with the changing needs and expectations of consumers, as well as the evolution in the practice of financial planning by professionals by updating global financial planning standards and certification requirements, including the addition of psychology in the practice of financial planning, crypto finance and evolving investment strategies
- Amplifying the voice of the global financial planning community as an affiliate member of the International Organization for Securities Commissions (IOSCO) and submitting recommendations to regulatory and government bodies on behalf of the public and the global CFP professional community
- Raising awareness of the value of financial planning and of working with a CFP professional through global consumer initiatives such as World Financial Planning Day, hosted in conjunction with IOSCO’s World Investor Week, and OECD’s Global Money Week
- Informing and disseminating insights into the practice of financial planning and the value to consumers via global research
“I am incredibly proud of our accomplishments to advance the global financial planning profession over the past 20 years. This milestone anniversary is a true testament to the commitment of our global network to drive excellence in financial planning through CFP certification,” said FPSB CEO Dante De Gori, CFP. “I’m extremely grateful for the hard work of our team, global network, supporters and the global CFP professional community who have helped us champion our mission to uphold worldwide professional standards in financial planning. I look forward to continuing our work together to propel the profession forward.”
In honor of its 20-year anniversary, FPSB hosted a celebratory dinner on 18 October in Sᾶo Paulo, Brazil that featured keynote speaker former FPSB CEO Noel Maye and remarks by founding FPSB Board member Elaine Bedel, CFP, and FPSB CEO Dante De Gori, CFP. In addition, FPSB released its 20-year commemorative book, celebratory video and infographic in observation of its anniversary. For more information about FPSB’s 20-year anniversary, go here.
FPSB’s 20-year celebration coincided with its Global Meeting in Sao Paulo, Brazil held 16-18 October that brought together leaders in its global network who represent more than 223,700 CFP professionals worldwide to exchange ideas and best practices to drive the global financial planning profession forward.
“FPSB would like to thank Planejar – Associação Brasileira de Planejamento Financeiro for hosting this year’s annual meeting in São Paulo and all the efforts of the Planejar team,” added De Gori. “We also acknowledge the generous support of our joint sponsors of the FPSB 2024 Global Meeting – Planejar and ANBIMA.”
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 28 territories. CFP professionals reside 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, Singapore, South Africa, Switzerland, Thailand, the United Kingdom and the United States. There are over 223,000 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.
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CFP Certification Global excellence in financial planning™
Media Contact:
Ryanne Harrah
Senior Manager of Communications and Content
Financial Planning Standards Board Ltd.
+1-720-203-7007
[email protected]