Former CISI Financial Planning Forum chairman and experienced UK Financial Planner Amyr Rocha Lima will join the board of the global Financial Planning Standards Board from 1 April.

The global number of Certified Financial Planners has risen by 3.1% over the past year to 230,648, up 6,878 on the previous year, according to the newly-published 2024 Annual Report of the Financial Planning Standards Board (FPSB), the global standards setting body for CFP Professionals.

The ninth annual World Financial Planning Day will take place on 8 October, Denver-based Financial Planning Standards Board Ltd (FPSB) has announced.

Two in three Financial Planners are using artificial intelligence (AI) tools or are planning to within the next 12 months, according to a new report.

The number of global Certified Financial Planner (CFP) professionals passed 230,000 for the first time in 2024, latest data shows.

Christopher Morris, head of Financial Planning policy & engagement of the Chartered Institute for Securities & Investment (CISI), will join the FPSB Chief Executive's Committee as an 'at-large representative' for a three-year term starting 1 January.

Leading global Financial Planning figures Financial Planners Elaine Bedel CFP, Kevin R Keller CAE, Tim Kochis CFP and Ulf Mannhardt CFP have been awarded the 2024 FPSB Noel Maye Award for Outstanding Contribution to the Profession.