Financial Planning Standards Board Ltd

Programs: The fpsb ltd. Assessment program evaluates all aspects of member organizations' administration of the licensed certification programs. Fpsb ltd. 's assessments of member organizations addresses: 1) the business practices necessary for member organizations to build and sustain successful financial planning certification programs; and 2) the processes necessary for member organizations to administer the licensed certification programs and ensure professionals maintain certification standards.

fpsb ltd. Convenes two semi-annual meetings at which member organizations meet to conduct the business of fpsb ltd. Leaders meet to discuss strategies for establishing the financial planning profession including setting worldwide professional standards and developing the body of knowledge in financial planning. Member organizations are also able to build the profession within their territories by networking and learning from each other.

although it does not generate revenue, a critical activity of fpsb ltd. Includes engaging regulators around the world in discussions on how a global financial planning profession can impact and benefit the lives of millions of consumers who are in need of advice from competent and ethical financial planners.

fpsb ltd. Delivers educational programming, research opportunities, and certification examinations to support organization development and training of candidates for cfp certification and cfp professionals. These offerings establish and promote global consistency in the content and delivery of the body of knowledge for financial planning. Fpsb ltd. Has built and now licenses financial planning education courses and directly delivers the cfp certification examination in a territory that does not have an fpsb member.