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How to Join FPSB

FPSB enters into licensing and affiliation agreements with nonprofit financial planning organizations that seek to administer FPSB’s CFP certification program in their territories. FPSB partners with one organization in each territory to benefit members of the public seeking the advice of competent and ethical financial planners.

To join FPSB, an organization must complete a two-step process:

Step 1: Become an Associate Member

Step 2: Become an Affiliate Member

 
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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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