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 [1].
Canada's FPSC and the 20 other non-profit associations that together manage CFP certification for CFP professionals in 20 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 110,000 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 [2]
www.fpa.asn.au [3]
Austria
Austrian Financial Planners
c/o BWG, Wallnerstrasse 3
Vienna, A-1010, +431-533-5050
+431-531-27 247
afp@bwg.at [4]
Brazil
Brazilian Institute for the Certification of Financial Planners
Alameda Gabriel Monteiro da Silva, 1310, cj. 11
São Paulo, Brasil 01442-000
+55 11 3049 3462
+55 11 3049 3455
ibcpf@ibcpf.org.br [5]
www.ibcpf.org.br [6]
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 [7]
www.cfp-ca.org [8]
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 [9]
www.fpcc.cn/english/index.asp [10]
Chinese Taipai
Financial Planning Association of Taiwan (FPAT)
fpat@fpat.org.tw [11]
www.fpat.org.tw [12]
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 [13]
www.cgpc.net [14]
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 [15]
www.devfp.de [16]
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 [17]
www.ifphk.org [18]
India
FPSB India
9th Floor, Tolostoy House
Tolstoy Marg
New Delhi 110001
info@afpindia.org [19]
www.afpindia.org [20]
Indonesia
FPSB Indonesia
Jalan Haji Nawi,
Rubo Galeri No. 9R,
South Jakarta, Indonesia
+62 21 548 4870
tdsantoso@fpaindonesia.org [21]
Japan
Japan Association for Financial Planners
PO Box 689
Indian Hills, Colorado 80454
303 697 6356
303 697 3924
suzue@jafp.or.jp [22]
http://www.jafp.or.jp/english/index.html [23]
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 [24]
www.fpam.org.my [25]
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 [26]
www.fpia.org.nz [27]
Singapore
Financial Planning Association Singapore
62A Tras Street
Singapore 079001
+65.3721030
+65.3721031
fpas@fpas.org.sg [28]
www.fpas.org.sg [29]
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 [30]
www.fpi.co.za [31]
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 [32]
www.FPKorea.com [33]
Switzerland
Swiss Financial Planners Organization
Münzgraben 6
Bern, Switzerland 3011
+41 31 326 2730
+41 31 326 2731
info@sfpo.ch [34]
www.sfpo.ch [35]
United Kingdom
Institute of Financial Planning United Kingdom
Whitefriars Centre Lewins Mead
Bristol, United Kingdom BS1 2NT
+44-117 945 2470
+44-117-9329 2214
enquiries@financialplanning.org.uk [36]
www.financialplanning.org.uk [37]
FPSB Associate Members:
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 [38]