KUALA LUMPUR, Nov 28 -- Financial Planning Standards Board Ltd. (FPSB Ltd.), owner of the international CERTIFIED FINANCIAL PLANNER certification programme outside the United States, will celebrate 15 years of leading the global financial planning community, come Dec 1.
While FPSB Ltd. has had an impressive number of achievements in the last 15 years – some of which are highlighted in its anniversary infographic – the organisation and its stakeholders are fully focused on the future.
At FPSB Ltd.’s annual meeting in Zürich, Switzerland last month, the FPSB Network engaged in long-term strategic planning for the global financial planning profession and identified its collective priorities over the next several years.
It includes evolving FPSB Ltd.’s CFP certification standards and requirements to embrace a fintech-enabled future and ‘future-proof’ the financial planning profession and increase best practice sharing and knowledge transfer within the FPSB Network.
An integrated global communications strategy will be launched to support increased consumer awareness of the value of financial planning. It will also publish Guidance Practice Notes to support financial planning professionals in developing policies and working with clients.
FPSB Ltd. opened for business on Dec 1, 2004 with an affiliate network of professional financial planning bodies in 17 territories worldwide that had come together to develop, promote and enforce world-class standards for CFP certification and financial planning professionalism.
To date, the FPSB Network comprises organisations in 27 territories that, together with FPSB Ltd., represent over 181,000 CFP professionals across the globe. More information at https://www.fpsb.org.
-- BERNAMA
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