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  • FPSB honours 2 for ‘outstanding contribution’

    Global Financial Planning body the Financial Planning Standards Board (FPSB) has recognised two leading global professionals for their “outstanding contributions” to the profession.

  • CISI 26: Financial Planning becoming more diverse - FPSB CEO

    The Financial Planning profession is gradually becoming more diverse globally, according to the CEO of global Financial Planning body the Financial Planning Standards Board (FPSB).

  • 9 in 10 Planners say AI has made them more efficient

    More than nine in ten Financial Planners (93%) say artificial intelligence tools have improved their work efficiency, according to a new report from the Financial Planning Standards Board (FPSB) for its 10th World Financial Planning Today which is being held today.

  • 10th World Financial Planning Day set for October

    The 10th annual World Financial Planning Day will take place on 7 October, the Financial Planning Standards Board (FPSB) - the global standards setting body for the Certified Financial Planner designation - has announced.

  • Number of CFP holders globally up 5,652 to hit record 236,300

    The number of Certified Financial Planners around the world rose by 5,652 in 2025, latest data from the FPSB (Financial Planning Standards Board) reveals.

  • FPSB says AI is ‘reshaping’ Financial Planning

    The Financial Planning Standards Board has released a new guidance note on the use of artificial intelligence in Financial Planning as it saysAI is “reshaping Financial Planning.”

  • Global CFP numbers reach record 236,300

    The number of Certified Financial Planners around the world reached a record 236,300 in 2025, up 5,652 year on year - a growth rate of 2.5%.

  • Amyr Rocha Lima joins FPSB board

    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.

  • Global CFP Professional numbers up 3.1% to top 230,000

    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.

  • 9th World Financial Planning Day set for October

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

  • 2 in 3 Financial Planners utilising AI

    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.

  • Number of Certified Financial Planners tops 230,000

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

  • CISI’s Morris joins global FPSB leadership team

    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.

  • Quartet of Planners scoop top global awards

    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.

  • Females dominate the Chinese Financial Planning sector

    Graph showing proportion of male and female Financial Planners in China. Source: FPSB China
  • CFP certification recognised globally as highest standard qualification

  • CFP global bodies discuss future of Financial Planning

  • Survey identifies most important tasks for Financial Planners

    Noel Maye, chief executive of FPSB
  • Barry Horner elected to Financial Planning Standards Board

    Barry Horner CFPCM
  • Guidelines issued for Financial Planners' care to clients

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