Financial Planning Standards Board

Financial Planning Standards Board (FPSB) is a leading organization dedicated to establishing and upholding worldwide professional standards in financial planning. With a vision to "establish financial planning as a global profession and the CFP marks as the global symbol of excellence in financial planning, " FPSB has been a driving force in shaping the financial planning industry since its inception in 2004.

Our Mission

FPSB's mission is to "benefit the global community by establishing, upholding, and promoting worldwide professional standards in financial planning." To achieve this, FPSB works closely with its affiliate organizations, member bodies, and industry stakeholders to develop and promote professional standards, certification programs, and educational resources for financial planners.

Our Values

FPSB is committed to excellence, integrity, and professionalism in financial planning. Our values are reflected in our LASER framework, which stands for Leadership, Awareness, Standards, Engagement, and Recognition. This framework guides our strategic efforts to build the financial planning profession and benefit the global community.

FPSB Affiliate Organizations

FPSB collaborates with affiliate organizations, which are the premier financial planning certification, membership, and professional bodies from around the world. These affiliates share our commitment to excellence and professional standards, enabling us to promote harmonized certification programs and best practices across the globe.

Global Certification Programs

FPSB offers the Certified Financial Planner (CFP) certification program, which is widely recognized as the global standard for financial planning. Our certification program is designed to assess and certify the competence and integrity of financial planners worldwide.

Global Impact

FPSB has made significant strides in promoting financial planning as a distinct and valued profession. With over 223,700 CFP professionals worldwide, FPSB's global certification program has become a benchmark for excellence in financial planning. Our affiliate organizations and member bodies have played a crucial role in promoting professional standards and certification programs, enhancing the reputation of the financial planning profession worldwide.

Our Journey

FPBS's history dates back to the early 1970s when the concept of financial planning emerged in the United States. Since then, FPSB has been instrumental in shaping the financial planning industry, from establishing the CFP certification program to promoting professional standards and certification programs globally.

Meet Our Team

FPSB's professional staff, comprised of experts from diverse backgrounds, works diligently to support the organization's mission and vision. Our staff works closely with FPSB's Board of Directors, affiliate organizations, and industry stakeholders to develop professional standards, certification programs, and educational resources for financial planners.

Our Future

FPSB continues to play a pivotal role in shaping the global financial planning profession, promoting professional standards, and empowering financial planners to excel in their careers. As we look to the future, FPSB is committed to fostering a culture of excellence, integrity, and professionalism in financial planning, benefiting the global community for generations to come.