Financial Planning Standards Board Seeks Candidates for 2011 Board of DirectorsTAIPEI - 26 April 2010 – Financial Planning Standards Board Ltd. (FPSB), owner of the CFP, CERTIFIED FINANCIAL PLANNER and CFP Logo Marks outside the United States, seeks nominations for two open positions on FPSB’s Board of Directors, starting 1 April 2011. Nominations must be submitted to Kati Stenger, FPSB’s nominating committee coordinator, at
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or +1-720-917-0001 (fax), no later than 18 June 2010.
“The candidates we name to the 2011 Board of Directors will join at a critical time in FPSB’s development,” said Corinna Dieters, FPSB Board Chairperson. “As we look to achieve FPSB’s vision of establishing financial planning as a global profession, our board will be engaged in strategic discussions about standards, business models, emerging markets, growth and stakeholder engagement, all in a complex global environment. We’re looking for experienced directors who support our mission and share our vision, and who can guide the organization as its seeks to position the CFP marks as the global symbol of excellence in financial planning.”
FPSB’s Board of Directors is responsible for: developing governing policies that address the broadest levels of all organizational decisions and situations; identifying needs and advocating on behalf of FPSB’s membership; and overseeing organizational performance and providing strategic guidance to FPSB’s chief executive officer. The preeminent standards-setting organization for competent and ethical financial planners, FPSB works with its network of 23 member organizations to develop, promote and enforce standards for more than 126,000 CFP professionals worldwide.
FPSB will finalize its selection of the incoming board members at its October 2010 meeting in Seoul, Republic of Korea. The candidates chosen will join seven other volunteer Board members from Australia, Brazil, South Africa, the United Arab Emirates, the United Kingdom and the United States. For more on FPSB Board members’ duties and responsibilities, see the below FPSB Board of Directors Member Job Description.
About FPSB
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. Territories where FPSB has a nonprofit member organization include: Australia, Austria, Brazil, Canada, Chinese Taipei, France, Germany, Hong Kong, India, Indonesia, Ireland, Japan, Malaysia, New Zealand, the Netherlands, the People’s Republic of China, the Republic of Korea, Singapore, South Africa, Switzerland, Thailand, the United Kingdom and the United States. For more, visit fpsb.org.
FPSB Board of Directors
Member Job Description
[April 2010]
Job Title
FPSB Board of Directors member
Job Description
Ensure that FPSB (1) achieves appropriate results for appropriate recipients at an appropriate cost (specified in Ends policies), and (2) avoids unacceptable actions and situations. The Board of Directors will govern lawfully with an emphasis on outward vision, diversity of viewpoints, strategic leadership, clear distinction of board and chief executive roles, collective decisions, the future and proactivity.
Responsibilities Develop governing policies (Ends, Management Limitations, Governance Processes, and Board-Management Delegation Procedures) that address the broadest levels of all organizational decisions and situations. Identify the needs of the membership, and review and revise Ends policies to address those needs. Advocate on behalf of the membership and inform them of FPSB’s expected future results and present accomplishments. Successful organizational performance on Ends/Management Limitations. Per bylaws, seek ratification from Membership on appropriate matters.
Required qualifications include:
National or international board corporate governance and strategic planning experience. Ability to participate in English-language meetings. Cannot hold an officer position with an FPSB Member organization while sitting on the FPSB Board of Directors. Have an interest in and support FPSB’s mission and vision.
Desired qualifications include:
National or international professional body and/or standards-setting experience. Consumer advocacy and/or public interest background. Multi-national corporation mid to senior level management experience. Global or multi-national financial services firm experience. Experience in emerging markets. Experience with international licensing or related business models and delivery systems. Global, multi-national or national brand development and/or marketing experience. Experience in growing businesses through alliances, leveraging and program development.
Duties
Willing to serve FPSB in a fiduciary capacity. Commitment to a four-year term on the FPSB Board of Directors. Attend all Board meetings/conference calls. Serve on at least one standing or ad hoc committee/task force. Monitor activities of CEO in carrying out program goals and policies set by the board. Represent the organization positively to the global community. Assist FPSB in gaining support by exercising personal and professional contacts whenever possible.
Time Commitment/Year (12 - 18 days)
Board of Directors
Commitment to attend two two-day meetings a year in Asia, Europe, the Middle East or the Americas (in the first year, one meeting could involve up to a four-day commitment). [4 days] Four travel days to attend meetings above. Preparation time for board meetings/calls. [2.5 days] Minimum of four one/two-hour conference calls per year. [0.5 - 1 day]
Committee Work
Training
Other Time
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