FPSB Chairperson Corinna Dieters Outlines Recommendations for Establishing Global Financial Planning Profession at World Financial Planning Summit
TAIPEI – 23 April 2010 – At its inaugural World Financial Planning Summit, Financial Planning Standards Board Ltd. (FPSB) invited regulators, educators, financial services firms and the global community of financial planning practitioners to help FPSB develop recommendations to support establishing financial planning as a recognized professional practice worldwide. As chairperson of the preeminent international standards-setting organization for financial planning, Dieters encouraged Summit speakers to highlight global trends and stakeholder needs so that FPSB’s vision and objectives for the future of financial planning would be robust and relevant.
“We need to take responsibility for raising the bar on standards, education, regulation, the practice and delivery of financial planning, and the level of care we give to those who entrust us with their financial wellbeing, and the financial wellbeing of their loved ones,” Dieters said.
Other speakers at the event included:
• Sean C. Chen, chairperson of the Financial Supervisory Commission in Chinese Taipei, on his perspective on financial services regulation;
• Ian Johnston, deputy chief executive and managing director for Dubai Financial Services Authority in the United Arab Emirates, representing the regulatory perspective;
• Wessel Oosthuizen, director of the Centre for Financial Planning Law at the University of the Free State, South Africa, on building a body of knowledge for the financial planning profession; and
• Gautam Chikermane, executive business editor for the Hindustan Times in India, representing the needs and desires of consumers in financial planning relationships.
Dieters wrapped up her remarks by saying that FPSB’s Summit gives FPSB the opportunity to develop the roadmap for financial planning’s emergence as a profession. She added, “FPSB has the opportunity to challenge its stakeholders and members to think broadly and strategically, to lay the foundation for a profession that will serve society hundreds of years into the future. And we need to ensure that our obligation to the clients and potential clients of financial planners stays front and center in our discussions during today’s Summit – our very profession depends on it.”
Video highlights of the event and speech transcripts are available at WorldFPSummit.org.
About FPSB
Host of the World Financial Planning Summit and owner of the CFP, CERTIFIED FINANCIAL PLANNER and CFP Logo marks outside the United States, FPSB manages, develops and operates certification, education and related programs for financial planning organizations to benefit the global community by establishing, upholding and promoting worldwide professional standards in financial planning. FPSB demonstrates its commitment to excellence with the marks of professional distinction – CFP, CERTIFIED FINANCIAL PLANNER and CFP Logo mark. FPSB has 23 member organizations around the world that together have certified more than 126,000 CFP professionals globally. For more, visit fpsb.org or follow the organization at twitter.com/fpsb or facebook.com/fpsb1.
# # #
CFP Certification Global excellence in financial planningTM |
