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  • 2 in 3 Financial Planners utilising AI

    Two in three Financial Planners are using artificial intelligence (AI) tools or are planning to within the next 12 months, according to a new report.

  • Number of Certified Financial Planners tops 230,000

    The number of global Certified Financial Planner (CFP) professionals passed 230,000 for the first time in 2024, latest data shows.

  • CISI’s Morris joins global FPSB leadership team

    Christopher Morris, head of Financial Planning policy & engagement of the Chartered Institute for Securities & Investment (CISI), will join the FPSB Chief Executive's Committee as an 'at-large representative' for a three-year term starting 1 January.

  • Quartet of Planners scoop top global awards

    Leading global Financial Planning figures Financial Planners Elaine Bedel CFP, Kevin R Keller CAE, Tim Kochis CFP and Ulf Mannhardt CFP have been awarded the 2024 FPSB Noel Maye Award for Outstanding Contribution to the Profession.

  • Graph showing proportion of male and female Financial Planners in China. Source: FPSB China

    Females dominate the Chinese Financial Planning sector

  • CFP certification recognised globally as highest standard qualification

  • CFP global bodies discuss future of Financial Planning

  • Noel Maye, chief executive of FPSB

    Survey identifies most important tasks for Financial Planners

  • Barry Horner CFPCM

    Barry Horner elected to Financial Planning Standards Board

  • Guidelines issued for Financial Planners' care to clients

  • Table of top five jobs in USA. Source: Wall St Journal

    Wall St Journal ranks Financial Planner as top five job

  • FPSB

    FPSB meets in Dubai to discuss Financial Planning in the Middle East

  • Noel Maye, chief executive of FPSB

    FPSB seeks nominations to join its board of directors

  • Nick Cann

    IFP chief executive Nick Cann promoting Financial Planning in Israel

  • Celtic Manor hotel

    Global Financial Planning Standards Board heads to Wales

  • Celtic Manor Resort, South Wales

    Global Financial Planning leaders head to Wales for FPSB Council Meeting

  • Celtic Manor resort, venue for FPSB Council meeting

    FPSB council meets in Wales to discuss future of Financial Planning globally

  • FSA's David Geale

    Regulator says FCA will ban products for up to 12 months

  • Steve Helmlich, chairman of FPSB

    FPSB chairman Helmlich expects CFP professionals to top 150,000 this year

  • Barry Horner, FPSB Chairperson-Elect

    Global Financial Planning body selects Horner as Chairperson-Elect

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