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Advancing and strengthening the global profession | FPSB

FPSB establishes the level of practice expected of financial planning professionals. Consistently applied global standards improve the quality of financial planning, benefit consumers and financial planners, and serve as a foundation for trust and confidence in the profession.

 
 

Download the Standards

Read FPSB’s Global Financial Planning Standards online or print the document.

DOWNLOAD the Standards

Framework of the standards

The standards are organized within a framework that integrates financial planning knowledge, professional practice standards and ethics, known as KNOWING | DOING | BEING:

 

How FPSB sets standards

FPSB develops the global standards through an extensive consultative process, capturing input from across the global financial planning ecosystem. The global standards are localized and adopted in territories around the world by local financial planning bodies.

Standard-setting process