FPSB Membership Benefits

Organizations join FPSB to align with the reputation and mission of the world-famous CFP certification program and to receive a variety of member benefits, including:

• Community
  With 23 standards-setting bodies on six continents, FPSB provides a global forum for organizations interested in sharing best practices, leveraging mutual experiences, and gaining knowledge and support to enhance standards-setting efforts in a territory.

• Promotion
  Building on our 40-year history, and the collective experiences and programs of FPSB member organizations, FPSB offers materials and tools to help organizations promote the financial planning process and CFP Marks.

• Technical, Standards and Policies
  As the oldest, largest professional financial planning certification program, FPSB possesses an unparalleled depth of knowledge and experience in setting professional competency, ethics and practice standards for financial planning.

• Development and Training
  FPSB assesses member programs and provides feedback to enhance certification functions in topics relating to the development, enforcement and promotion of financial planner certification.

• Trademark
  FPSB has a wealth of knowledge in intellectual property protection matters.  FPSB supports organizations in promoting, protecting and ensuring proper use of the CFP Marks and facilitates cross-border activity by CFP professionals.

• Issues Analysis and Research
  FPSB is uniquely positioned to monitor trends in global financial services.  FPSB aggregates information about member issues and supports global research on particular issues of interest.

• Information Clearinghouse
  FPSB regularly receives information from member organizations and other sources from around the world which it catalogues and makes available through its members-only website.

• Advocacy and Representation
  Through written commentary, conversations, meetings and presentations, FPSB supports the emergence of a financial planning profession by advocating for public-interest regulations and standards that are fair to consumers, practitioners and firms.

• Alliances
  As a global standards-setting organization, FPSB engages with regulators, firms, educators, media, consumer advocacy groups and other credentialing organizations around the world.