Standards, certification and education for the global financial planning profession. #WFPD2025 is on 8 October! Live your today, plan your tomorrow.

Core values

- **Financial Literacy and Planning**: FPSB's efforts to promote financial planning and literacy help individuals and families manage their finances better, reduce financial stress, and achieve long-term goals. This improves financial well-being, quality of life, and overall mental health[4][5].
- **Trust and Confidence**: Clients of CFP professionals show a high level of trust in their financial planners, which positively impacts their mental health, family life, and work satisfaction[5].
- **Global Reach**: FPSB operates in 27 territories, ensuring that professional standards in financial planning are upheld globally, which contributes to a more stable and informed financial community[1][2][5].
- **Protection of Investors**: FPSB's recommendations to IOSCO aim to protect retail investors from the adverse impacts of complex financial products, crypto assets, and social media influencers, thereby safeguarding community financial well-being[2].