Advocate for more female planners takes global FPSB role
A leading Financial Planner - who has campaigned to increase the number of women in Financial Planning - has become a director of the global Financial Planning Standards Board, the owner of the international Certified Financial Planner certification programme outside the US.
Nancy Kistner CFP will join the FPSB board of directors for a four-year term beginning on 01 April 2015. She is currently managing director and wealth planning solutions market director at US Trust, Bank of America Private Wealth Management, where she and her team of wealth strategists work with clients on financial, trust and estate and tax planning issues.
The FPSB manages, develops and operates certification, education and related programmes for Financial Planning organisations worldwide including the Institute of Financial Planning in the UK. At the end of 2014, there were 157,586 CFP professionals worldwide.
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Ms Kistner has served on many finance and education-based boards and is currently chairwoman of the CFP Board's WIN Council, which supports and advises the CFP Board in its efforts to increase the number of women entering the Financial Planning profession, including the number of women CFP professionals.
Steve Helmich, FPSB Board chairperson: "I am pleased that Nancy will be joining the FPSB board of directors. Her knowledge and leadership of the Financial Planning profession in the US will complement the perspectives and experiences of our existing board members."
"Nancy understands the importance of establishing global standards for our young profession, is passionate about educating consumers about the benefits of Financial Planning and has proven herself to be a thoughtful leader in the US profession who will assist FPSB in achieving its vision of establishing Financial Planning as a global profession for the benefit of the public."
Ms Kistner said: "I am grateful to have the opportunity to serve the Financial Planning profession globally. The profession has given me so much, and I am honoured to be able to continue to give back by serving on the FPSB board of directors. On a daily basis, I see first-hand how a CFP professional can make a difference in consumers' lives and I'm excited to be able to continue to advocate for the CFP certification and the Financial Planning profession at the global level."
She has previously served as director and head of Financial Planning at Citi Private Bank and as Head of Financial Planning Training at MetLife Financial Services.