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 efforts undertaken by FPSB and its global network of organizations to strengthen the global financial planning profession through standards, CFP certification, research, collaboration and public awareness.
“Our 2025 Annual Report reflects a year of meaningful progress for FPSB and our global network to advance the global financial planning profession through rigorous standards, collaboration and innovation,” said FPSB CEO Dante De Gori, CFP. “From growing the CFP professional community and exploring the role of AI in practice to advancing public awareness and professional development, our work in 2025 was focused on helping the profession remain trusted, relevant and future-ready.”
Key highlights include:
- Strong demand for CFP certification
- The global CFP professional community reached 236,300 across 29 territories in 2025, reflecting continued demand for competent, ethical and client-centered financial planning advice.
- More than 32,500 candidates sat for CFP certification exams worldwide in 2025.
- Growing appeal of CFP certification among younger and more diverse professionals, as 62.1% of those who achieved CFP certification in 2025 were under the age of 40 and 37.9% were female.
- AI’s impact on financial planning
- FPSB’s global research findings on the Impact of AI on Financial Planning, based on input from more than 6,200 financial planners worldwide, revealed how AI is enhancing efficiencies, improving client service and creating new opportunities for those who have traditionally lacked access to essential financial planning guidance.
- Driving excellence through standards and education
- Modernized expectations for the practice of financial planning to reflect evolving client needs through updated FPSB Global Financial Planning Standards that took effect on 1 January 2025.
- Provided educational resources and practical guidance to help financial planners apply the new knowledge domain on the psychology of financial planning and integrate principles of psychology and human behavior into financial planning.
- Global collaboration, advocacy and public awareness
- Advocacy and engagement with global regulators, including IOSCO, to represent the voice of the global financial planning profession.
- Public outreach raising awareness of the value of financial planning through initiatives like the ninth annual World Financial Planning Day, celebrated in 22 territories.
- Global collaboration among FPSB’s network of organizations to strengthen and advance the financial planning profession.
“FPSB’s 2025 Annual Report reflects the strength of our global network and our shared commitment to advancing the financial planning profession,” said FPSB Board Chairperson Caroline Dabu. “From reinforcing standards and supporting the growth of the global CFP professional community to fostering collaboration across territories, the progress outlined in this report underscores the important role FPSB and its network play in shaping a strong and future-ready profession.”
The Annual Report is now available for download on the FPSB website HERE.
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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 CFP Logo Mark trademarks (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