Press Release  Thursday, Jun 11, 2020

Financial Planning Standards Board Names J.D. McCartney Chief Communications Officer

NEW YORK, NY – 11 JUNE 2020 – Financial Planning Standards Board Ltd. (FPSB), the organization that leads the global financial planning profession and owns the CERTIFIED FINANCIAL PLANNER certification program outside the United States, today announced the appointment of J.D. McCartney as Chief Communications Officer, based in New York City.

McCartney will lead all aspects of global brand and communications, including marketing, public relations, digital/social media and stakeholder engagement. He will work closely with the FPSB global network of organizations administering CFP and other certification programs throughout Africa, the Americas, Asia Pacific, Europe and the Middle East, to promote CFP certification and the global financial planning profession worldwide.

“It is critical to our mission that the public understands the benefits of financial planning and how CFP professionals help make lives better around the world. J.D. has the right blend of skills and expertise to lead those efforts, and is an excellent addition to our executive leadership team,” said Noel Maye, CEO of FPSB.

McCartney joins the organization after more than eight years with CFA Institute, where he led communications programs and campaigns to promote ethics, education and professional excellence in the global investment management profession.

“CFP certification means competence and integrity, and I’m proud to join an organization that is committed to building a financial planning profession that is here to serve the public interest. I look forward to sharing the story of how financial planning can help people reach their goals and improve their lives, and why it’s important to work with CFP professionals who will put their needs first,” said McCartney.

Prior to his tenure with CFA Institute, McCartney spent 13 years in communications agency roles, including seven years as the CEO and co-founder of award-winning agency Xstatic Public Relations. He earned a Bachelor of Arts in Technical Journalism from Colorado State University, and holds the Accreditation in Public Relations (APR) credential.

About FPSB

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 outside the United States. FPSB and the FPSB global network administer CFP and other certification programs in the following 27 territories: Australia, Austria, Brazil, Canada, Chinese Taipei, Colombia, France, Germany, Hong Kong, India, Indonesia, Ireland, Israel, Japan, Malaysia, the Netherlands, New Zealand, People’s Republic of China, Peru, Republic of Korea, Singapore, South Africa, Switzerland, Thailand, Turkey, the United Kingdom and the United States. At the end of 2019, there were 188,104 CFP professionals worldwide. For more, visit

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