Taking International CFP Certification to the Next Level

Tsu, Maureen M.; Diesslin, David
January 2005
Journal of Financial Planning;Jan2005, Vol. 18 Issue 1, p17
Academic Journal
This section presents the author's views on the certification of financial planners as of January 2005. there are now two organizations setting financial planning standards with the responsibilities divided geographically. Certified Financial Planner Board of Standards Inc. will benefit and protect consumers in the United States through the CFP certification while the Financial Planning Standards Board (FPSB) was established to develop CFP certification standards in the rest of the world for financial planning professionals so that consumers can achieve their financial goals. Stakeholders around the world will benefit by having two standards-setting organizations dedicated to distinct regions. To this end, FPSB was launched in London this October by nonprofit associations that certify 45,000 individuals in 17 countries outside the United States to use the CFP marks. FPSB purchased the CFP marks to be used outside the United States from CFP Board, and will protect financial planning consumers and promote professionalism in financial planning by developing and enforcing relevant international competency and ethics standards. We are excited about the progression of the marks globally. Since their creation in the 1970s, the CFP marks have come to represent the gold standard for financial planning professionals through the efforts of CFP Board and organizations administering CFP certification internationally.


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