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FPSB’S FINANCIAL PLANNER WORK EXPERIENCE STANDARD

Download a PDF of FPSB's Financial Planner Work Experience Standard.

FPSB recognizes the importance of work experience in the financial planning profession. FPSB believes supervised practice is the most effective method of gaining professional experience, but alternative methods of gaining work experience (such as relevant work experience and/or unsupervised experience) are also acceptable.

FPSB also has tools for certifying bodies to support new entrants to the financial planning profession in gaining mastery of the art and science of financial planning. The supervised work experience guidance documents include:

 
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Financial Planning Standards Board Ltd. owns the marks above outside the U.S. and permits qualified individuals to use these marks to indicate that they have met FPSB's initial and ongoing certification requirements.

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