“The need for advice from competent and ethical financial planners who put their clients’ interests first has never been greater,” said Stephen O’Connor, CFP, 2009 FPSB Board chairperson. “On its five-year anniversary, FPSB seeks to initiate a global conversation about the state of the financial planning profession around the world, and to discuss what FPSB and our stakeholders need to accomplish to ensure consumers value and benefit from financial planning delivered by qualified professionals.”
The “State of the Financial Planning Profession in the ‘Post-Trust’
“As the international standards-setting organization for financial planning, FPSB’s mission is to establish global standards and a professional framework for the practice of financial planning,” said Noel Maye, FPSB CEO. “For financial planning to gain worldwide recognition as a profession and for members of the public to receive appropriate standards of care in financial planning engagements, FPSB needs to engage regulators, consumer groups, educators, financial services firms and the global financial planning community in discussing and introducing programs and practices consistent with those of established professions such as law, medicine and accounting.”
Following the release of its global position paper on the state of the financial planning profession, FPSB plans to engage global stakeholders in discussions on topics ranging from: compensation and conflicts of interest; standards of care for financial planning clients; title protection for those holding out as financial planners; pathways to financial planner professionalism;
Celebrating its five-year anniversary on 1 December 2009, FPSB manages, develops and operates certification, education and related programs for financial planning organizations 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.
With more than 120,000 CFP professionals worldwide, territories where FPSB has a nonprofit member organization include: Australia, Austria, Brazil, Canada, Chinese Taipei, France, Germany, Hong Kong, India, Indonesia, Ireland, Japan, Malaysia, New Zealand, the Netherlands, the People’s Republic of China, the Republic of Korea, Singapore, South Africa, Switzerland, Thailand, the United Kingdom and the United States. For more, visit fpsb.org.
CFP Certification Global excellence in financial planning
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FPSB is an international, non-profit standards-setting organization that promotes global excellence in financial planning. With more than 120,000 CFP professionals worldwide, FPSB has member organizations in 23 territories around the world. www.fpsb.org