FPSB Member Profiles
FPA was founded in 1992 by merger of the International Association for Financial Planning and the Australian Society of Investment and Financial Advisors Limited and is the only professional body for financial planners in Australia. FPA develop professional, compliance and ethical standards for CFP professionals, and represents members’ interests with legislators, regulators and consumer bodies. Established in 2000, the AFP is a nonprofit, professional regulatory organization, which is supported by the whole financial services industry in Austria, including banking, insurance, independent financial consultants as well as the legal profession and academics. A nonprofit private entity, IBCPF was founded in May 2000. The mission of IBCPF is to promote the highest professional and ethical standards in the field of financial planning for individuals, contributing towards the attainment of individual financial and financial planning goals. Incorporated on November 10, 1995, FPSC is a not-for-profit organization that benefits the public by leading the evolution of the financial planning profession in Canada through the development, enforcement and promotion of the highest competency and ethical standards in financial planning as defined by individuals who have earned the Certified Financial Planner certification. FPSC is supported by: The Financial Advisors Association of Canada (Advocis); The Canadian Institute of Chartered Accountants; The Canadian Institute of Financial Planning; Certified General Accountants Association of Canada; Certified Management Accountants of Canada; and Credit Union Institute of Canada. Established in 2009, FPSB China Ltd. is transformed from FPSCC (Established in 2004). It assumes all of the rights and responsibilities originally given to FPSCC by the 15 June 2006 agreement to establish, uphold and maintain practice standards and code of ethics in the field of financial planning; to accredit and authorize educational institutes to offer professional training; to organize and operate uniform professional certification examination; to license certificates to eligible professionals; and to offer re-education and re-certification to certificants so that the public values, has access to and benefits from competent and ethical financial planning. FPAT is a nonprofit organization formed, with approval from the Ministry of Internal Affairs, by a group of quasi-government organization, leading educational institutes in financial services training and education, leading global and local financial services companies, and leading financial services industry executives and professionals to enhance the professional standards of financial planning practitioners and educate the public about the importance of personal financial planning. CGPC was founded in 1997 as an independent national association and certification body for financial planning in France. CGPC is dedicated to raising standards of financial planning, raising consumer awareness of the value of financial planning services and promoting its membership as the most qualified and reliable financial planners in France. A non-profit self-regulatory organization set up in June 2000, IFPHK fosters professional standards in personal financial planning to benefit the public and is the sole licensing body in Hong Kong authorized by the Financial Planning Standards Board Ltd. (FPSB) to grant the CFP certification to qualified financial planning professionals in Hong Kong and Macau. It is committed to promote the CFP designation as the highest level of competence in the financial planning profession in Hong Kong. FPSB India is a professional membership and certification/standards setting body, established by prominent financial service corporations with an objective to professionalize the concept of financial planning by guiding the development and promotion of standards for financial planning professionals to benefit and protect the public in India. FPSB India is committed to maintaining high standards of technical competence, fair dealing and integrity among its members. FPSB India works with Regulators, Industries/Associations, Corporations, Media and the public to achieve its objectives. FPSB Indonesia is a nonprofit foundation facilitated, founded and funded by Financial Planning Association Indonesia (FPAI) and Institute Financial Planning Indonesia (IFPI) to affiliate with FPSB and administer the CFP certification program to benefit consumers and establish financial planning as a profession in Indonesia. Two of the leading bodies in professional education in banking and financial services in Ireland are the Institute of Bankers and Life Insurance Association Ireland Limited (LIA). Responding to the demands of market participants, these bodies have established a new joint venture Financial Planning Standards Board Ireland Limited (FPSB Ireland). FPSB Ireland is a not-for-profit organisation whose mission is to promote the professional education, certification and regulation of financial planners in the Republic of Ireland. A membership and certification/standards-setting body, JAFP was established in November 1987, and introduced CFP certification to Japan in May 1992. JAFP’s purpose is to promote financial planning to the general public and foster financial planners as financial planning professionals. Formed on 13 December 1999, FPAM is a non-profit organization with a mission to raise the standards of competency and ethical practice of qualified financial planners in Malaysia and to educate the public on the benefits of financial planning. FPAM is represented by a group of corporate and professional individuals representing diverse financial services industries such as insurance, unit trusts, banking, legal services, stockbroking, accounting services and asset management. The Stichting FPSB Nederland is a nonprofit association that manages certification for financial planning to benefit and protect the Dutch community by establishing, upholding and promoting professional standards in personal financial planning. FPSB Nederland’s commitment to excellence is represented by the CFP marks. Stichting FPSB Nederland raises public interest in financial planning, promotes the financial planning profession, provides information about the high standards of competence, expertise and integrity of financial planners in the Netherlands, and prevents use of CFP’s trademark by unauthorized persons and organizations. IFA (formerly FPIA) is the professional body representing financial planners, investment advisers and insurance advisers in New Zealand. Members are required to meet standards of education, experience, examination and ethics. IFA awards the CERTIFIED FINANCIAL PLANNER certification and Chartered Life Underwriter designation to members upon qualification. FPSB Korea is the certification and standards-setting body for CFP certification in the Repbulic of Korea, whose mission is to improve the professionalism of the financial services industry and benefit and protect the public and improving Korean citizens’ living standards. Established on 01 December 1998, the Financial Planning Association of Singapore (FPAS) is a non-profit professional association dedicated to developing and promoting an industry providing unbiased financial advice to the Singaporean public. Since its inception, FPAS has received overwhelming support from many of the largest financial institutions in Singapore. FPI is the leading, independent representative body of professional financial planners that ensures South Africans have access to value competent financial planning. FPI was originally formed in 1981 as the Institute of Life and Pension Advisors (ILPA) to improve levels of professionalism. Many top financial institutions have adopted The Financial Planning Institute as an independent standards partner and members include both general practitioners and specialists in particular branches of financial planning. The SFPO is a credentialing, licensing, standards-setting and disciplinary body whose mission is to benefit and protect the public by: setting the qualification for initial professional certification; protecting the CFP certification mark and the service marks CERTIFIED FINANCIAL PLANNER™ and CFP® in Switzerland; enhancing the professionalism of those engaged in the exercise and pursuit of personal financial planning; informing the public about ongoing national and international financial planning issues; and lobbying governmental entities in the field of financial planning. The Thai Financial Planners Association (TFPA) aims to be a nonprofit regulatory organization that will set up high professional standards and an ethical framework for financial planning practitioners in Thailand. The organization has been established as an association, under the Ministry of Commerce, through the collaboration of The Stock Exchange of Thailand (SET) and the Thai Financial Planners Club (The Club). Formed in 1986 as a non-profitable company, the IFP is a professional body of those committed to the development of the multi-discipline profession of financial planning. IFP’s mission is to develop and promote the profession of financial planning to the general public and to people involved in providing advice and guidance to clients to most effectively fulfill clients’ financial and lifestyle objectives. IFP works with members of the public, financial planners and IFP members to achieve recognition for the financial planning profession in the UK.
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