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FPSBs Global Financial Planning Standards Framework

FPSB works in conjunction with its member organizations, CERTIFIED FINANCIAL PLANNER professionals and subject-matter experts around the world to create a global framework for financial planning professionalism that integrates competency, ethics and professional practice standards for financial planning, along with CERTIFIED FINANCIAL PLANNER certification requirements. All organizations and individuals engaged in financial planning can embrace FPSB’s professional framework for financial planning. FPSBs standards and certification requirements are adapted by FPSB member organizations and enforced against CERTIFIED FINANCIAL PLANNER professionals in their territories.

Learn about FPSB’s standards