Press Release  Friday, Oct 12, 2018

Global Financial Planning Community to Gather in Bangkok to Discuss What’s Ahead for the Profession

BANGKOK – 12 OCTOBER 2018 – From 16-18 October 2018, Financial Planning Standards Board Ltd. (FPSB), owner of the international CERTIFIED FINANCIAL PLANNER certification program outside of the United States, will hold its 21st global meeting—this year in Bangkok, Thailand.

The volunteer and executive leaders of FPSB member organizations representing more than 175,000 CFP professionals in 26 territories, as well as the FPSB Board of Directors, will develop long-term strategies for the global financial planning profession, agree on priorities for the FPSB network centered on FPSB’s LASER strategy, and participate in a full-day summit focused on financial planning technology (#FPtech), with guest speakers from the International Organization of Securities Commission’s Global Fintech Network and IBM Watson.

“FPSB would like to thank Thai Financial Planners Association for the warm welcome and hospitality in hosting our annual meeting in Bangkok,” said FPSB CEO Noel Maye. “FPSB is committed to benefiting the global community by establishing, upholding and promoting standards and certification requirements for the global financial planning profession. At our annual meeting, the FPSB network will focus on growing the profession so that even more people around the world will be able to plan well, to live well.”

“As an FPSB member organization and host of the 2018 FPSB Global Member Meeting, Thai Financial Planners Association (TFPA) is honored to be amongst an outstanding group of financial services leaders,” said TFPA Board Chairman Sara Lamsam. “CFP certification is the global symbol of excellence in financial planning, and that symbol unites all of us attending in a shared vision and purpose at FPSB’s annual meeting.”

About FPSB

FPSB benefits 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 has a nonprofit member organization in the following 26 territories: Australia, Austria, Brazil, Canada, Chinese Taipei, Colombia, France, Germany, Hong Kong, India, Indonesia, Ireland, Israel, Japan, Malaysia, New Zealand, the Netherlands, the People’s Republic of China, the Republic of Korea, Singapore, South Africa, Switzerland, Thailand, Turkey, the United Kingdom and the United States. For more, visit

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