CFP global bodies discuss future of Financial Planning
Members of the Financial Planning Standards Board will be meeting in Washington DC next week to discuss the future of Financial Planning.
The CFP Board of Standards, the professional body for American CFPCMs, will be hosting delegates from 23 different countries, including the Institute of Financial Planning’s chief executive Nick Cann and president Marlene Shalton.
These gatherings, the first at the CFP Board’s new Washington DC headquarters, are an opportunity to discuss certification, best practice and trends affecting the Financial Planning profession.
Kevin Keller, CFP Board’s chief executive, said: “FPSB and our sister organisations from around the world are joining us here in Washington DC at a very critical juncture for the Financial Planning community when Congress and the regulators debate how to implement the Dodd-Frank law.”
The Dodd-Frank law is an American regulatory reform to improve accountability and transparency in the financial system.
He continued: “Many of FPSB’s members are undergoing regulatory reform in their own territories a well, so we have a great mutual interest in learning about the best regulatory models to help consumers gain access to competent, ethical Financial Planners who will place their clients’ interest first.”
Noel Maye, chief executive of the FPSB, said: “Our non-US members are very much looking forward to learning about CFP Board’s efforts to gain awareness and recognition for CFP® certification and Financial Planning in this country.”