Financial Planning Standards Board Ltd

Fpsb ltd. Licenses certain trademarks and other intellectual property to affiliates so they can establish financial planning as a profession in their territory and the cfp marks as the symbol of excellence in financial planning. Fpsb ltd. Regularly convenes calls and meetings, including an annual global meeting, at which affiliate organizations conduct the business of fpsb ltd. Leaders learn best practices from each other and develop strategies for establishing the financial planning profession.

Fpsb ltd. Offers financial planning education and certification programs directly in certain territories to build the global financial planning profession. As part of these efforts, fpsb will deliver programs to increase financial literacy, educate professionals on the components of comprehensive financial planning and establish a pathway opportunity for those professionals to achieve cfp certification and practice comprehensive financial planning.