FINANCIAL PLANNING STANDARDS BOARD MARKS 10TH ANNIVERSARY WITH SPECIAL REPORT HIGHLIGHTING THE FINANCIAL PLANNING PROFESSION
DENVER – 3 December 2014 – Celebrating its 10-year anniversary on 1 December 2014, Financial Planning Standards Board Ltd. (FPSB), owner of the international CERTIFIED FINANCIAL PLANNER certification program outside the United States, released a special-edition stakeholder report to commemorate the event, entitled “Financial Planning: Building the Global Profession.” This report showcases the global professional standards-setting body’s accomplishments in support of its vision – to establish financial planning as a global profession, with the CFP marks as its symbol of excellence.
“From the beginning, FPSB has benefited from a dedicated group of individuals and financial planning organizations around the world who saw the need for a global body to establish financial planning as a distinct professional practice,” said Noel Maye, FPSB’s founding CEO. “Over the years, both our network and our sphere of influence have grown, and we’re proud to have reached our 10-year anniversary with such global recognition for CFP certification from practitioners, financial services firms, regulators and consumers supporting competent, ethical financial planners who will place their interests first.”
This report is available electronically in the “Resources” section of fpsb.org. “Financial Planning: Building the Global Profession,” explains FPSB’s global “LASER” strategy, focusing on Leadership, Awareness, Standards, Engagement and Recognition, and emphasizes FPSB’s successes over the past decade and what success looks like beyond the first 10 years through a strategic lens.
“I’m grateful to all of our Members, volunteers and staff who have worked so hard to get FPSB to where it is today. I know in my heart that, in 2025, financial planning will be a recognized profession according to our vision, and together, we will have built a profession that will benefit the public for generations to come,” said Steve Helmich, FPSB Board chairperson. For a video congratulating FPSB on its 10-year anniversary, click here.
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. FPSB has a non-profit 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. At the end of 2013, there were 153,376 CFP professionals worldwide. For more, visit fpsb.org.
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