Financial Planning Standards Board Ltd. (@fpsb) 's Twitter Profile
Financial Planning Standards Board Ltd.

@fpsb

Standards, certification and education for the global financial planning profession. #WFPD2025 is on 8 October!

Live your today, plan your tomorrow.

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linkhttp://www.fpsb.org/ calendar_today01-11-2009 17:22:11

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Financial Planning Standards Board Ltd. (@fpsb) 's Twitter Profile Photo

As artificial intelligence (AI) rapidly becomes an invaluable tool, our latest global research reveals insights into the use and impact of AI in the practice of financial planning. Read global report to learn more: bit.ly/FPSBAIGlobalRe… #CFP #financialplanning

As artificial intelligence (AI) rapidly becomes an invaluable tool, our latest global research reveals insights into the use and impact of AI in the practice of financial planning. 

Read global report to learn more: bit.ly/FPSBAIGlobalRe…

#CFP #financialplanning
Financial Planning Standards Board Ltd. (@fpsb) 's Twitter Profile Photo

The number of CFP professionals worldwide increased 11x since 1990, when CFP certification first went international, from 20,353 to 230,648. Learn more: bit.ly/CFPprofessiona… #CFP #financialplanning

The number of CFP professionals worldwide increased 11x since 1990, when CFP certification first went international, from 20,353 to 230,648. 

Learn more: bit.ly/CFPprofessiona…

#CFP #financialplanning
Financial Planning Standards Board Ltd. (@fpsb) 's Twitter Profile Photo

The global community of more than 230,000 CFP professionals commit to global standards of competence, ethics and professionalism and to putting their client's interests first. Find a CFP professional in your territory at: bit.ly/FindaCFPprofes… #CFP #financialplanning

Financial Planning Standards Board Ltd. (@fpsb) 's Twitter Profile Photo

In FPSB’s Global Job Analysis study, CERTIFIED FINANCIAL PLANNER professionals shared that building trust is one of the most important skills for the practice of financial planning. Learn more: bit.ly/2ZdHbl7 #CFP #financialplanning

In FPSB’s Global Job Analysis study, CERTIFIED FINANCIAL PLANNER professionals shared that building trust is one of the most important skills for the practice of financial planning. 

Learn more: bit.ly/2ZdHbl7

#CFP #financialplanning
Financial Planning Standards Board Ltd. (@fpsb) 's Twitter Profile Photo

“Consistently applied global standards work to instill confidence in the benefits of financial planning, for consumers, governments, regulators and professionals,” says FPSB CEO Dante De Gori, CFP. Learn more: bit.ly/financialplann… #CFP #financialplanning

“Consistently applied global standards work to instill confidence in the benefits of financial planning, for consumers, governments, regulators and professionals,” says FPSB CEO Dante De Gori, CFP.  

Learn more: bit.ly/financialplann…

#CFP #financialplanning
Financial Planning Standards Board Ltd. (@fpsb) 's Twitter Profile Photo

In FPSB’s Future of Financial Planning Practice survey, 65% of CFP professionals say continuing education and professional development is the most important action to improve their success in the coming years. Learn more: bit.ly/3Fhpdil #CFP #financialplanning

In FPSB’s Future of Financial Planning Practice survey, 65% of CFP professionals say continuing education and professional development is the most important action to improve their success in the coming years.

Learn more: bit.ly/3Fhpdil

#CFP #financialplanning
Financial Planning Standards Board Ltd. (@fpsb) 's Twitter Profile Photo

📅 On 8 October, FPSB and our global network will celebrate World Financial Planning Day to raise awareness about the value of financial planning , in support of IOSCO’s World Investor Week. Learn more at worldfpday.org #CFP #financialplanning #WFPD2025 #IOSCOWIW2025

📅 On 8 October, FPSB and our global network will celebrate World Financial Planning Day to raise awareness about the value of financial planning , in support of IOSCO’s World Investor Week.

Learn more at worldfpday.org

#CFP #financialplanning #WFPD2025 #IOSCOWIW2025
Financial Planning Standards Board Ltd. (@fpsb) 's Twitter Profile Photo

Global standards serve as a foundation for trust and confidence in the financial planning profession. Learn more about FPSB’s Global Financial Planning Standards: bit.ly/globalfinancia… #CFP #financialplanning

Global standards serve as a foundation for trust and confidence in the financial planning profession. 

Learn more about FPSB’s Global Financial Planning Standards: bit.ly/globalfinancia…

#CFP #financialplanning
Financial Planning Standards Board Ltd. (@fpsb) 's Twitter Profile Photo

FPSB is pleased to facilitate a cross-border tool to help CFP professionals in the Asia-Pacific region learn the requirements to obtain their CFP certification in a new territory to expand their practice. Learn more: bit.ly/certifictionac… #CFP #financialplanning

FPSB is pleased to facilitate a cross-border tool to help CFP professionals in the Asia-Pacific region learn the requirements to obtain their CFP certification in a new territory to expand their practice. 

Learn more: bit.ly/certifictionac…

#CFP #financialplanning
Financial Planning Standards Board Ltd. (@fpsb) 's Twitter Profile Photo

Are you a young CFP professional ready to grow your career? Join us for FPSB’s How to Build Your Career as a Young Financial Planner. 1. Register for 10 Sept (Americas, Europe, Africa): bit.ly/Webinar-Sept10 2. Register for 11 Sept (Asia-Pacific): bit.ly/Webinar-Sept11

Are you a young CFP professional ready to grow your career? Join us for FPSB’s How to Build Your Career as a Young Financial Planner.

1. Register for 10 Sept (Americas, Europe, Africa): bit.ly/Webinar-Sept10
 
2. Register for 11 Sept (Asia-Pacific):  bit.ly/Webinar-Sept11
Financial Planning Standards Board Ltd. (@fpsb) 's Twitter Profile Photo

FPSB's global consumer research reveals clients of CERTIFIED FINANCIAL PLANNER professionals show a strong level of trust in their financial planners. View Infographic to learn more: bit.ly/globalconsumer… #CFP #financialplanning

FPSB's global consumer research reveals clients of CERTIFIED FINANCIAL PLANNER professionals show a strong level of trust in their financial planners. 

View Infographic to learn more: bit.ly/globalconsumer…

#CFP #financialplanning
Financial Planning Standards Board Ltd. (@fpsb) 's Twitter Profile Photo

98% of clients who work with #CFP professionals trust their financial planner to act in the client’s best interest. Join us on 8 Oct for World Financial Planning Day to discover the value of #financialplanning and of working with a CFP professional. worldfpday.org

98% of clients who work with #CFP professionals trust their financial planner to act in the client’s best interest. 

Join us on 8 Oct for World Financial Planning Day to discover the value of #financialplanning and of working with a CFP professional.

worldfpday.org
Financial Planning Standards Board Ltd. (@fpsb) 's Twitter Profile Photo

With over 230,000 CFP professionals globally, more people can connect with financial planners who have committed to rigorous standards of practice to build a roadmap to achieve financial well-being. Learn more how a #CFP professional can help you: bit.ly/2023globalcons…

With over 230,000 CFP professionals globally, more people can connect with financial planners who have committed to rigorous standards of practice to build a roadmap to achieve financial well-being.

Learn more how a #CFP professional can help you: bit.ly/2023globalcons…
Financial Planning Standards Board Ltd. (@fpsb) 's Twitter Profile Photo

🎉😍We're excited to be celebrating our 20th anniversary! Thank you to the many leaders in our global network, past and present, who shared congratulatory messages to recognize FPSB's 20-year anniversary. View video here: youtu.be/5EritIepmJM #CFP #financialplanning

🎉😍We're excited to be celebrating our 20th anniversary! 

Thank you to the many leaders in our global network, past and present, who shared congratulatory messages to recognize FPSB's 20-year anniversary. View video here: youtu.be/5EritIepmJM

#CFP #financialplanning
Financial Planning Standards Board Ltd. (@fpsb) 's Twitter Profile Photo

Findings from FPSB’s Impact of AI on Financial Planning global research 2025 reveals that AI uptake has been strong, with financial planners using AI to streamline client data collection, risk profiling, and communications. Read global report: bit.ly/FPSBAIGlobalRe… #CFP

Findings from FPSB’s Impact of AI on Financial Planning global research 2025 reveals that AI uptake has been strong, with financial planners using AI to streamline client data collection, risk profiling, and communications. 

Read global report: bit.ly/FPSBAIGlobalRe…

#CFP
Financial Planning Standards Board Ltd. (@fpsb) 's Twitter Profile Photo

Are you a young CFP professional ready to grow your career? Join us for FPSB’s How to Build Your Career as a Young Financial Planner. 1. Register for 10 Sept (Americas, Europe, Africa): bit.ly/Webinar-Sept10 2. Register for 11 Sept (Asia-Pacific): bit.ly/Webinar-Sept11

Are you a young CFP professional ready to grow your career? Join us for FPSB’s How to Build Your Career as a Young Financial Planner.

1. Register for 10 Sept (Americas, Europe, Africa): bit.ly/Webinar-Sept10
 
2. Register for 11 Sept (Asia-Pacific):  bit.ly/Webinar-Sept11
Financial Planning Standards Board Ltd. (@fpsb) 's Twitter Profile Photo

Financial planning helps you create a roadmap to shape and achieve the future you want. Join us for World Financial Planning Day to discover the wide-ranging benefits of financial planning. Learn more at worldfpday.org #CFP #financialplanning #WFPD2025 #IOSCOWIW2025

Financial planning helps you create a roadmap to shape and achieve the future you want.

Join us for World Financial Planning Day to discover the wide-ranging benefits of financial planning.

Learn more at worldfpday.org

#CFP #financialplanning #WFPD2025 #IOSCOWIW2025
Financial Planning Standards Board Ltd. (@fpsb) 's Twitter Profile Photo

The number of CFP professionals worldwide grew 3.1% last year to 230,648, reinforcing the value CFP certification holds in the global financial planning profession. Learn more: bit.ly/CFPprofessiona… #CFP #financialplanning

The number of CFP professionals worldwide grew 3.1% last year to 230,648, reinforcing the value CFP certification holds in the global financial planning profession. 

Learn more: bit.ly/CFPprofessiona…

#CFP #financialplanning
Financial Planning Standards Board Ltd. (@fpsb) 's Twitter Profile Photo

More than 8 out of 10 CFP professionals responding to FPSB’s Future of Financial Planning Practice survey agree consumer demand for financial planning will increase over the next several years. Learn more: bit.ly/3Fhpdil #CFP #financialplanning

More than 8 out of 10 CFP professionals responding to FPSB’s Future of Financial Planning Practice survey agree consumer demand for financial planning will increase over the next several years. 

Learn more: bit.ly/3Fhpdil 

#CFP #financialplanning