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FPSB | Financial Planning Standards Board

FPSB | Financial Planning Standards Board

FPSB’s Global Financial Planning Standards

FPSB establishes the level of practice expected of financial planning professionals. Consistently applied global standards improve the quality of financial planning, benefit consumers and financial planners, and serve as a foundation for trust and confidence in the profession.

Framework of the Standards

The standards are organized within a framework that integrates financial planning knowledge, professional practice standards and ethics, known as KNOWING | DOING | BEING:

How FPSB sets Standards

FPSB develops the global standards through an extensive consultative process, capturing input from across the global financial planning ecosystem. The global standards are localized and adopted in territories around the world by local financial planning bodies.

FPSB Global Financial Planning Standards-Setting Process

Identify the need for a professional standard

Form an expert working group

Draft the professional standard

Release the draft standard for stakeholder input

Prepare a final draft standard

Release the final draft standard for public comment

Approve the professional standard

Across a timeline of 18 – 24 months

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