The first key agenda item was to review Governance, and agree a common set of standards to apply in each of the territories. The group discussed how make decisions more quickly and how to get the right balance between CFP professionals and the board. A working group of 10 individuals, including Becky Taylor, has been set up to investigate.
{desktop}{/desktop}{mobile}{/mobile}

The group also looked at the FPSB standards that CFP professionals in affiliate territories are expected to comply with. FPSB UK's CEO Lucy Courtenay has involved in the case study assessments and the IFP education committee is also looking at training requirements for those attempting CFP certification in the UK.
The final area under discussion was consumer outreach. How can the 25 affiliates work together most effectively to promote CFP certification to consumers as the global standard of excellence in Financial Planning? Some very powerful ideas and concepts were discussed based on what has been working well in territories like the USA and Canada where CFP certification is more widely recognised amongst consumers. These plans which should have a positive impact on UK CFP professionals in due course.