Global excellence in financial planning
Financial Planning Standards Board updated their cover photo.
January 30
Image may contain: text

#PressRelease: Global Financial Planning Standards Body Names South African Gerhardt Meyer 2018 Board Chairperson-Elect.

DENVER – 13 DECEMBER 2017 – Financial Planning Standards Board Ltd. (FPSB), owner of the international CERTIFIED FINANCIAL PLANNER certification program outside the U.S., named Gerhardt Meyer, CFP, as Chairperson-elect of its Board of Directors beginning 1 April 2018. Following his one-year term...

Press Release: FPSB Names International Tax and Estate Planning Expert to Its 2018 Board of Directors.

A recap of our October 2017 FPSB Global Member Meeting where we discussed #financialplanning, #FPtech, #CFPcertification and #WFPD in the context of Shaping the Future of Financial Planning.

Congratulations to our friends at the International Organization of Securities Commissions (IOSCO) on a successful World Investor Week. We look forward to working with you again next year! #WIW2017

Image may contain: text

Want to get smarter about money? Read “Five Simple Ways to Improve Your Financial Literacy Today,” by the Forbes Finance Council. Some tips require an investment of just minutes per day! #WFPD17 #WIW2017

Improving your financial literacy can be simply started by reading some easily accessible financial publications.

Thanks to all who participated in yesterday’s World Financial Planning Day. How will you keep the momentum going? #WFPD17 #WIW2017

Determining your financial goals can be challenging, but having goals helps put you in control of your finances. We found this handy guide from to get you started! #WFPD17 #WIW2017

Sorted offers New Zealanders free, impartial information & calculators to help manage their money throughout life. Read guides or use the free online tools.

What is financial planning? Find out what it is, what it can do for you and why #lifesbetter with a financial plan! #WFPD17 #WIW2017

When it comes to managing their finances, consumers are struggling. They are not highly confident, don’t stay on track, fail to achieve goals and most don’t ...

On World Financial Planning Day, 9 Questions to Help You Find a Financial Advisor from CFP Board #WFPD17 #WIW2017

Consumers tell FPSB that being debt free is most important to them, followed by being prepared for a financial emergency, home ownership and building up savings. What else would you add to the list? Let us know in the comments below! #WFPD17

When it comes to managing their finances, consumers are struggling. They are not highly confident, don’t stay on track, fail to achieve goals and most don’t ...

It’s the first World Financial Planning Day today! How will you celebrate? Open a savings account, organize your finances, visit to find a financial planner to help you achieve your goals, or all of the above? #WFPD17 #WIW2017

FPSB establishes, upholds & promotes professional standards for financial planning to foster public confidence in the financial planning profession.

Did you know that people who work with a financial planner report feeling better prepared about achieving their financial goals? Learn more about the value of financial planning in this infographic: #WFPD17 #lifesbetter #WIW2017

Wonderful lunch with passionate financial planners from Brazil at #FPAconf17 #WFPD17 #WIW2017

Image may contain: 16 people, people smiling, people standing

#PressRelease CFP Board Joins FPSB in Recognizing the Inaugural World Financial Planning Day #WFPD17

No automatic alt text available.

We appreciate CFP Board supporting World Financial Planning Day! Find a CFP professional in the US at #WFPD17

No automatic alt text available.