New FPSB 2009 Stakeholder Report
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International Working Group to Develop Global Framework for Developing & Assessing Written Financial Plans DENVER - 15 March 2010 - FPSB convened an international working group to develop a global framework, written protocols, guidance documents and templates to help educators train the next generation of financial planners and certifying bodies to assess potential financial planners’ competency to deliver viable financial plans to clients. |
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FPSB Convenes International Panel to Develop Guidance for Evaluating Financial Planning Work Experience DENVER – 12 March 2010 – FPSB held a two-day meeting for financial planning academic, practitioner and certification specialists to develop guidance documents to assist certifying bodies in evaluating the work experience of candidates for financial planner certification worldwide. |
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