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.

Every financial decision, big or small, helps shape our future.From achieving life goals to navigating life's uncertaint...
09/01/2026

Every financial decision, big or small, helps shape our future.

From achieving life goals to navigating life's uncertainties, CFP professionals worldwide share how financial planning can help people live the life they want with confidence and peace of mind.

🎥 Watch this video to discover the impact of financial planning: https://bit.ly/howfinancialplanninghelps

08/31/2026

CFP certification is attracting a new generation of financial planners — of those who achieved CFP certification in 2025 over 60% were under the age of 40 and nearly 40% were women.

“It’s encouraging to see younger professionals and women choosing to pursue CFP certification,” said FPSB CEO Dante De Gori, CFP. “A diverse, next generation community of CFP professionals is essential to meeting the evolving needs of clients around the world. The momentum we’re seeing today will shape the future of the profession for decades to come.”

Learn more: https://bit.ly/CFP-Professional-Community-2025

Financial planning can help you create a roadmap to shape and achieve your future — from saving and investing to buying ...
08/28/2026

Financial planning can help you create a roadmap to shape and achieve your future — from saving and investing to buying a home, funding education, or retiring on your terms.

Discover the benefits of financial planning on World Financial Planning Day on 7 October.

Live Your Today. Plan Your Tomorrow™.

Learn more at: worldfpday.org


Findings from FPSB’s Impact of AI on Financial Planning global research 2025 reveals that AI (artificial intelligence) u...
08/26/2026

Findings from FPSB’s Impact of AI on Financial Planning global research 2025 reveals that AI (artificial intelligence) uptake has been strong, with financial planners using AI to streamline client data collection, risk profiling, and communications.

Respondents were generally optimistic about the potential of AI to enhance the quality of financial planning advice, reduce costs and broaden access to financial planning for underserved populations.

“With financial planners recognizing AI’s potential to lower costs and believing it will expand access to underserved communities, AI is paving the way for more affordable financial advice. This technology is not just reshaping the practice of financial planning but may also open doors for those who have historically lacked access to critical financial services,” said FPSB CEO Dante De Gori, CFP.

Read 2025 global report to learn more: https://bit.ly/FPSBAIGlobalReport

08/24/2026

Across the globe, CFP professionals are making a difference — every day.

In this video, hear directly from CFP professionals worldwide about the impact of financial planning:

✨ Helping people take control of their financial lives
✨ Reducing stress and building financial confidence
✨ Guiding clients to reach their goals through a comprehensive financial plan

More than 236,000 CFP professionals globally have committed to rigorous standards and to putting clients’ interests first.

Start your financial planning journey today. Visit worldfpday.org to learn more and to find a CFP professional in your territory.

🌍 World Financial Planning Day returns this October – alongside IOSCO’s World Investor Week. “People around the world ar...
08/20/2026

🌍 World Financial Planning Day returns this October – alongside IOSCO’s World Investor Week.

“People around the world are facing rising financial pressure and more complex decisions, making financial planning more important than ever,” said FPSB CEO Dante De Gori, CFP. “By aligning World Financial Planning Day with IOSCO’s World Investor Week, we want to help individuals and families take actionable steps to make informed financial decisions, avoid misleading information and protect their financial future.”

A clearer financial future starts with a plan. Join us to learn how financial planning can help you cut through complexity, build confidence and achieve life goals.

Live Your Today. Plan Your Tomorrow. Learn more at: worldfpday.org

Today, team members of FPSB had the privilege of volunteering at the Food Bank of the Rockies, the largest hunger-relief...
08/18/2026

Today, team members of FPSB had the privilege of volunteering at the Food Bank of the Rockies, the largest hunger-relief organization in the U.S. Rocky Mountain region, to help support individuals and families facing food insecurity. Together, our efforts will help provide more than 41,500 meals to people in need.

At FPSB, we are dedicated to advancing the financial planning profession for the benefit of the global community, and that commitment starts with people. We’re proud to support organizations that strengthen communities and help create brighter futures.

FPSB's Practice Guidance Note on the Use of Artificial Intelligence in Financial Planning FPSB’s 2025 global research fo...
08/15/2026

FPSB's Practice Guidance Note on the Use of Artificial Intelligence in Financial Planning

FPSB’s 2025 global research found that two in three financial planners report their firms are using AI or planning to do so in the next 12 months. As AI continues to revolutionize the practice of financial planning, FPSB has released new guidance to help financial planning professionals use AI responsibly while upholding their ethical and professional obligations.

This practice guidance note offers practical direction on how financial planners can use AI to support efficiency, insight and client service while reinforcing the importance of professional judgment, human oversight, transparency and confidentiality.

As AI adoption accelerates, trust, professional judgment and accountability remain essential.

Learn more: https://bit.ly/PGN-Use-of-AI-in-Finanacial-Planning

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