The Financial Planning Standards Board (FPSB) protects financial planning consumers around the world and fosters professionalism in financial planning through the ongoing development and enforcement of relevant international competency and ethics standards. FPSB also promotes greater global recognition of CFP certification and its related marks as the international hallmarks of financial planning professionals by establishing, upholding and promoting worldwide professional standards in financial planning. For more information, visit www.fpsb.org.
Canada's FPSC and the 18 other non-profit associations that together manage CFP certification for CFP professionals in 18 countries have joined as members of FPSB. The new international organization purchased the CFP certification and service marks outside the U.S. and its territories from Certified Financial Planner Board of Standards Inc. (CFP Board), Denver, Colorado. FPSB and CFP Board recognize their shared interest and responsibility in advancing the standards of the CFP certification program in their respective territories and have agreed to cooperate in this effort. There are currently more than 105,000 CFP professionals internationally.
Recognized for the success and integrity of its domestic CFP certification program, Canada's FPSC will continue to play an influential role internationally. Numbering more than 17,000, CFP professionals in Canada represent the largest number of CFP professionals among the FPSB affiliates and the largest proportion on a domestic per capita basis in the world.
Global use of the CFP
marks
Of the more than 17,000 Canadian
Certified Financial Planner® professionals, approximately
120 practise in other countries around the world.
In response to the increased internationalization
of financial markets and the need to support consumers with
international assets/interests, FPSB member organizations have established certain
reciprocity agreements that allow CFP professionals to use the
CFP marks in other Council member countries.
All CFP professionals are required to meet the ongoing
competency and regulatory requirements of each country in
which they practise, pass a certifying examination or its
equivalent (e.g., an abbreviated exam), and hold insurance,
securities and other licences that may be required to practise
in that country.
To view cross-border policies that govern
how an individual who has earned the CFP licence may practise as a CFP professional in member countries around
the world, view the FPSB Policy on Cross Border Use of the CFP Marks.
There are two categories of FPSB membership - Affiliate and Associate. Visit the FPSB website for more information.
FPSB Affiliate Members:
Australia
Financial Planning Association of Australia Limited
PO Box 234, Collins Street West,
Melbourne, VIC 8007
+61 3 9614 2289
+61 3 9614 1912 fpa@fpa.asn.au www.fpa.asn.au
Brazil
Brazilian Institute for the Certification of Financial Planners Alameda Gabriel Monteiro da Silva, 1310, cj. 11 Săo Paulo, Brasil 01442-000 +55 11 3049 3462 +55 11 3049 3455 ibcpf@ibcpf.org.br www.ibcpf.org.br
Canada
Financial Planners Standards Council 505 University Avenue Suite 1600 Toronto, Ontario M5G 1X3 +1.800.305.9886 +1.416-593-8587 +1.416-593-6903 inform@cfp-ca.org www.cfp-ca.org
China
Financial Planning Standards Council of China (FPSCC)
Room 605, Office Building No. 43 Chengfu Rd Haidian District, Beijing, PR China
+86 10 6265 1642 admin@fpcc.cn www.fpcc.cn/english/index.asp
France
L'Association Francaise des Conseils en Gestion de Patrimoine Certifiés 5 Rue Tronchet Paris, France 75008 +33-1-40-06-08-08 +33-1-40-06-96-23 ptreton.cgpc@wanadoo.fr www.cgpc.net
Germany
Deutscher Verband Financial Planners e. V. Escherscheimer Landstrasse 18 Frankfurt am Main, Germany D-60322 +49 69 9055-0866 +49 69 9055-0870 info@devfp.de www.devfp.de
Hong Kong
Institute of Financial Planners of Hong Kong Room 1705, China Insurance Group Building 141 Des Voeux Road Central Hong Kong +852.2973-6767 +852.2973-6727 info@ifphk.org www.ifphk.org
Malaysia
Financial Planning Association Malaysia Lot 16-02, 16th Floor, Block B, Wisma Semantan No 12, Jalan Gelenggang Bukit Damansara, Kuala Lumpur 50490 + 603- 2095 7713 + 603- 2095 7719 lee@fpam.org.my www.fpam.org.my
New Zealand
Financial Planning and Insurance Advisers Association Level 8, Leaders Building Brandon Street P O Box 5513, Wellington +64 4 499 8062 +64 4 499 8064 info@fpia.org.nz www.fpia.org.nz
Singapore
Financial Planning Association Singapore 62A Tras Street Singapore 079001 +65.3721030 +65.3721031 fpas@fpas.org.sg www.fpas.org.sg
South Africa
Financial Planning Institute of South Africa Palms Office Court, Ground Floor West Wing Kudu Street Allens Nek Extension 27, +27-11-475-1149 +27-11-475-1158 administrator@fpimail.co.za www.fpi.co.za
South Korea
Korea Financial Planner Association 7th Floor, CCMM Building 12 Youido-Dong Youngdungpo-Gu, Seoul 150-968 +82-2-761-5054 +82-2-761-5055 sungrim@fpkorea.com www.FPKorea.com
Belgium
Association Belge des Conseillers en Planification Globale de Patrimoine c/o MeesPierson, Fortis Private Banking Avenue de Tervuren 270 B-1150 Brussels, +32 2 565 92 24 +32 2 565 92 02 gerald.callebaut@be.meespierson.com
CFP®, CERTIFIED FINANCIAL PLANNER® and are certification marks owned outside the U.S. by Financial Planning Standards Board Ltd. (FPSB). Financial Planners Standards Council is the marks licensing authority for the CFP marks in Canada, through agreement with FPSB.
are certification marks