FPSB Corporate Documents

• The FPSB Strategic Plan
• 2024 FPSB Annual Report

Global Standards for the Financial Planning Profession

• FPSB Global Financial Planning Standards
• FPSB Client Duty of Care Principles

Practice Guidance Notes

• Use of Artificial Intelligence (AI) in Financial Planning
• Advising Vulnerable Clients

CFP Certification Documents

• CFP Certification Requirements
• Model Rules of Conduct for CFP Professionals

Position Papers

• Response to IOSCO Consultation Report on Retail Distribution and Digitalization (2022)
• Comment to IOSCO C3 on Automated-Advice Tools (2015)
• Response to ESMA Consultation Paper – Investment Services (2015)
• Financial Planner Remuneration
• Response to IOSCO’s Suitability Principles Paper (2012)
• Regulation and Oversight of the Financial Planning Profession (2010)

Research Papers

• FPSB’s Impact of AI on Financial Planning Global Research (2025)
• Global Consumer Research: The Value of Financial Planning (2023)
• Fintech and the Future of Financial Planning (2016)
• The Global Practice of Financial Planning (2014)
• European Job Analysis Report  (2014)