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.

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

05/29/2026

Every day, around the world, CFP professionals help people take control of their finances – to reduce stress, build confidence, and plan for a better tomorrow.

CFP professionals across the globe who have committed to:

✨ Global standards of competency and ethics
✨ Putting clients’ interests first

As partners in your dreams and champions of your future, CFP professionals can help you guide decisions with clarity and care to reach your goals.

Discover more about the value of financial planning today at worldfpday.org

Our global research on the Impact of AI on Financial Planning revealed:Of the two-thirds of firms that are either alread...
05/28/2026

Our global research on the Impact of AI on Financial Planning revealed:

Of the two-thirds of firms that are either already using AI or plan to leverage it within the next 12 months, adoption rates are highest among small or very large firms.

➡️ Read the full report to see what this means for the future of financial planning:
https://bit.ly/FPSBAIGlobalReport

05/26/2026

CFP certification is attracting a new generation of financial planners.

Of those who achieved CFP certification in 2025 over 60% were under 40 and nearly 40% were women — a strong sign that the next generation sees CFP certification as a meaningful and trusted career path.

This growing diversity strengthens the global financial planning profession and helps it better meet the evolving needs of clients around the world.

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

FPSB's global consumer research reveals clients of CERTIFIED FINANCIAL PLANNER professionals show a strong level of trus...
05/23/2026

FPSB's global consumer research reveals clients of CERTIFIED FINANCIAL PLANNER professionals show a strong level of trust in their financial planners.

View Infographic to learn more about working with a CFP professional: https://bit.ly/globalconsumerresearch-infographic

FPSB is committed to ensuring financial planning standards remain relevant and reflect the changing needs of consumers, ...
05/20/2026

FPSB is committed to ensuring financial planning standards remain relevant and reflect the changing needs of consumers, as well as the evolution in the practice of financial planning by professionals.

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

FPSB is now accepting nominations for its 2027 Board of Directors.We're seeking nominations for three open three-year po...
05/18/2026

FPSB is now accepting nominations for its 2027 Board of Directors.

We're seeking nominations for three open three-year positions on FPSB's Board of Directors beginning 1 April 2027 to meaningfully contribute to FPSB’s strategic vision and future business development.

Ideal nominees bring diverse expertise — from regulatory leadership and international market development in Africa and Asia to next-generation professional insight, education innovation, and consumer advocacy.

📩 Nominations are open until 22 May 2026. Submit nominations to [email protected]

Learn more about candidates FPSB is seeking and the nomination process: https://bit.ly/2027-BoardofDirectors

05/13/2026

The global CFP professional community stands strong.

At year-end 2025, the global CFP professional community continues to diversity and strengthen.

📈 236,300 CFP professionals
🌍 29 territories
👩‍💼 More women and younger professionals joining
🎓 32,500+ exam candidates in 2025

See highlights of the global CFP professional community: https://bit.ly/CFP-Professional-Data-Infographic-2025

FPSB is now accepting nominations for its 2027 Board of Directors.We're seeking nominations for three open three-year po...
05/12/2026

FPSB is now accepting nominations for its 2027 Board of Directors.

We're seeking nominations for three open three-year positions on FPSB's Board of Directors beginning 1 April 2027 to meaningfully contribute to FPSB’s strategic vision and future business development.

Ideal nominees bring diverse expertise — from regulatory leadership and international market development in Africa and Asia to next-generation professional insight, education innovation, and consumer advocacy.

Nominations are open until 22 May 2026.

📩 Submit nominations to [email protected]

View press release to learn more about candidates FPSB is seeking and the nomination process: https://bit.ly/2027-BoardofDirectors

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