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FPSB | Financial Planning Standards Board

FPSB | Financial Planning Standards Board

Live your today.
Plan your tomorrow. ™

Whether you need help navigating your financial reality today, or preparing to reach long-term goals, a CERTIFIED FINANCIAL PLANNER professional is there to help. Because even when life is uncertain, you are in control of your financial future.

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Explore FPSB’s 2024 Annual Report, celebrating 20 years of setting global standards and shaping the future of financial planning.

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FPSB’s 2025 global research reveals insights into the use and impact of AI in the practice of financial planning.

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FPSB proudly celebrates 20 years of leading the global financial planning profession, with CFP certification as the global symbol of excellence.

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CFP Certification – Global Excellence in Financial Planning

CFP certification is the only globally recognized mark of professionalism for financial planning. Find out what it takes to become a CERTIFIED FINANCIAL PLANNER professional.

CFP CERTIFICATION REQUIREMENTS

 

 

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Over 236,000 CFP
Professionals Worldwide

FPSB's Global Network
 
 
 

Shape the Future of the Global Financial Planning Profession

FPSB affiliate organizations are the premier financial planning professional and certification bodies in their territories, collaborating with FPSB at the global level to lead the financial planning profession through knowledge sharing, standards development and thought leadership.

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FPSB in the News

FPSB India Names Ramesh Vishwanathan as Chief Executive Officer to Drive Growth of Financial Planning Profession in India

Press Release   |   01 June 2026

Mumbai, India – 1 June 2026: FPSB India is pleased to announce the appointment of Ramesh Vishwanathan as its new Chief Executive… read more

Recent News Releases

  1. Financial Planning Standards Board Seeks Candidates for 2027 Board of Directors

    Press Release   |   30 March 2026

    DENVER, COLO – 31 March 2026 – Financial Planning Standards Board Ltd. (FPSB), the nonprofit, standards-setting body for the… read more

  2. Global CFP Professional Community Reaches Over 236,000 as Profession Advances Worldwide

    Press Release   |   23 March 2026

    DENVER, COLO – 24 March 2026 – The global community of CERTIFIED FINANCIAL PLANNER professionals continued its upward… read more

  3. Financial Planning Standards Board Ltd. Names Omer Ahmed as New Chief Operating Officer

    Press Release   |   03 November 2025

    DENVER, COLO – 4 November 2025 –  Financial Planning Standards Board Ltd. (FPSB), the nonprofit, standards-setting body for… read more

  4. FPSB Elects Key Global Leadership Appointments for 2026; Caroline Dabu To Step Up as Board Chairperson

    Press Release   |   21 October 2025

    DENVER, COLO – 22 October 2025 – Financial Planning Standards Board Ltd. (FPSB), the global standards-setting body for the… read more


See all FPSB News

Infographics & Videos

Infographic: 2025 Global CFP Professional Growth

Infographic: FPSB’s Impact of AI on Financial Planning Global Research 2025

Infographic: The Value of Financial Planning

Infographic: Life’s Better with a CFP Professional

Video: The Value of Financial Planning

Video: Why Firms Value CFP Certification