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  • 9th World Financial Planning Day set for October

    The ninth annual World Financial Planning Day will take place on 8 October, Denver-based Financial Planning Standards Board Ltd (FPSB) has announced.

  • 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.

  • Females dominate the Chinese Financial Planning sector

    Graph showing proportion of male and female Financial Planners in China. Source: FPSB China
  • CFP certification recognised globally as highest standard qualification

  • CFP global bodies discuss future of Financial Planning

  • Survey identifies most important tasks for Financial Planners

    Noel Maye, chief executive of FPSB
  • Barry Horner elected to Financial Planning Standards Board

    Barry Horner CFPCM
  • Guidelines issued for Financial Planners' care to clients

  • Wall St Journal ranks Financial Planner as top five job

    Table of top five jobs in USA. Source: Wall St Journal
  • FPSB meets in Dubai to discuss Financial Planning in the Middle East

    FPSB
  • FPSB seeks nominations to join its board of directors

    Noel Maye, chief executive of FPSB
  • IFP chief executive Nick Cann promoting Financial Planning in Israel

    Nick Cann
  • Global Financial Planning Standards Board heads to Wales

    Celtic Manor hotel
  • Global Financial Planning leaders head to Wales for FPSB Council Meeting

    Celtic Manor Resort, South Wales
  • FPSB council meets in Wales to discuss future of Financial Planning globally

    Celtic Manor resort, venue for FPSB Council meeting
  • Regulator says FCA will ban products for up to 12 months

    FSA's David Geale
  • FPSB chairman Helmlich expects CFP professionals to top 150,000 this year

    Steve Helmlich, chairman of FPSB

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