Financial Planning Standards Board Ltd.

Financial Planning Standards Board Ltd. FPSB is an international nonprofit organization that promotes global excellence in financial planning Financial Planning Standards Board Ltd.

(FPSB) is a nonprofit association that manages, develops and operates certification, education and related programs for financial planning organizations so that they may benefit the global community by establishing, upholding and promoting worldwide professional standards in financial planning. FPSB’s commitment to excellence is represented by the marks of professional distinction – CFP, CERTIFIED

FINANCIAL PLANNER and , also known as the CFP Marks. FPSB works in conjunction with its members to develop and promote rigorous international competency, ethics and practice standards for CFP professionals in member territories to ensure that consumers looking for qualified financial planners understand and value CFP certification. The needs of consumers of financial planning guide FPSB’s activities. We are committed to working through our member network to establish relationships with regulators, consumer advocates, educators, employers, trade associations and other standards-setting bodies so that financial planning can emerge as a distinct globally-recognized profession that will benefit the global community.

“With evolving demographics, changing economic, political and regulatory environments and innovation such as fintech, we...
06/23/2026

“With evolving demographics, changing economic, political and regulatory environments and innovation such as fintech, we’re seeing a shift in client expectations and how financial planners work with clients,” said FPSB CEO Dante De Gori, CFP. “Applying consistent global standards improves the quality of financial planning advice, benefits consumers and financial planning professionals, and strengthens the financial planning profession to meet these evolving needs and expectations.”

Learn more about FPSB's Global Financial Planning Standards: bit.ly/globalfinancialplanningstandards

06/20/2026

People who work with financial planners, particularly those who work with a CFP professional, can be better prepared for the financial opportunities that life brings.

Find a CFP professional in your territory: https://bit.ly/FindaCFPprofessional

06/18/2026

The number of CFP professionals worldwide surpassed 236,000, reflecting a global commitment to rigorous standards in financial planning and the value that competent and ethical financial planners bring to consumers.

“The strength of the global CFP professional community reflects a worldwide commitment to excellence in financial planning,” said FPSB CEO Dante De Gori, CFP. “As more professionals pursue CFP certification and more consumers seek objective, client-first advice, we’re seeing global standards strengthen public trust and confidence in the profession.”

Read press release: https://bit.ly/CFP-Professional-Community-2025

06/16/2026

CFP professionals are transforming lives through financial planning.

Hear from CFP professionals from around the world on how financial planning can empower you to:

✔️Navigate an increasingly complex financial world with confidence
✔️Reduce stress and stay on track to reach goals
✔️Make informed financial decisions

There are more than 236,000 CFP professionals worldwide creating real, lasting impact in people’s lives and who have committed to putting clients’ interests first.

Learn more about the value of financial planning at worldfpday.org.

Our global research shows financial planners are embracing AI to transform the way they work — streamlining client data ...
06/12/2026

Our global research shows financial planners are embracing AI to transform the way they work — streamlining client data collection, risk profiling and communication.

The outlook? Optimistic. Financial planners see AI as a powerful tool to:
- Enhance the quality of advice
- Reduce costs
- Expand access to financial planning for underserved populations

But it’s not without concerns. Top AI risks reported by financial planners around the world include:
🔐 Data privacy
🛡️ Cybersecurity
❗ Accuracy & reliability of outputs
📉 Data quality issues
🧍 Lack of human touch

As AI continues to shape the future of financial planning, being aware of these risks is crucial.

Learn more about our global research findings on the impact of AI on financial planning: https://fpsb.org/fpsbs-impact-of-ai-on-financial-planning-global-research-2025/

In unpredictable times, financial planning matters more than ever.FPSB’s global consumer research shows how financial pl...
06/10/2026

In unpredictable times, financial planning matters more than ever.

FPSB’s global consumer research shows how financial planning improves quality of life, financial confidence and financial satisfaction.

"In this current volatile climate, where unexpected events can send shockwaves through the global economy, the role of financial planning in general and of CFP professionals in particular has become even more critical in empowering consumers to make informed financial decisions and achieve their long-term goals, while enjoying a better quality of life," said FPSB CEO Dante De Gori, CFP.

Read press release: https://bit.ly/financialplanningleadstobetteroutcomes

Knowing. Doing. Being.A powerful framework that unites knowledge, professional practice, and ethics — setting the global...
06/08/2026

Knowing. Doing. Being.

A powerful framework that unites knowledge, professional practice, and ethics — setting the global standard for financial planning.

View FPSB’s Global Financial Planning Standards: bit.ly/globalfinancialplanningstandards

06/06/2026

The global community of more than 236,300 CFP professionals help people stay on track with their financial lives. CFP professionals commit to global standards of competence, ethics and professionalism and to putting client's interests first.

Find a CFP professional in your territory at: https://bit.ly/FindaCFPprofessional

Across 29 territories, the global CFP professional community is 236,300 strong. Together, CFP professionals are driving ...
06/04/2026

Across 29 territories, the global CFP professional community is 236,300 strong.

Together, CFP professionals are driving excellence in financial planning for the benefit of the profession and the clients they serve.

Learn more about the global CFP professional landscape: https://bit.ly/CFP-Professional-Data-Infographic-2025

We’re pleased to welcome Ramesh Vishwanathan as incoming Chief Executive Officer of FPSB India later this month.With mor...
06/02/2026

We’re pleased to welcome Ramesh Vishwanathan as incoming Chief Executive Officer of FPSB India later this month.

With more than 25 years of leadership experience in financial services, Ramesh will lead the organization’s strategic direction and continued efforts to advance the financial planning profession in India.

India remains one of the fastest-growing markets for CFP certification, reflecting rising demand for financial planners who have committed to rigourous standards of professionalism and to putting clients first.

We look forward to the impact of Ramesh’s leadership in further strengthening the CFP professional community and advancing financial planning across India.

Read the full announcement: https://bit.ly/FPSBIndiaCEO

Address

1600 Stout St, Ste 900
Denver, CO
80202

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Website

Alerts

Be the first to know and let us send you an email when Financial Planning Standards Board Ltd. posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Financial Planning Standards Board Ltd.:

Shortcuts

Featured

Share

Category