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FPSB Celebrates 10 Years in Shanghai

Hong XueBy Hong Xue, Chairperson, FPSB China

Financial Planning Standards Board China Ltd. is proud to co-host and be the destination location for the 2014 Financial Planning Standards Board (FPSB) Global Member Meeting in Shanghai the week of 26 – 31 October. This year both FPSB China and FPSB Ltd. are celebrating their 10th anniversary so we are excited to recognize our collective achievements with representatives attending from FPSB’s 25 member organizations.

The theme of this year’s meeting is Build / Grow / Engage. The theme represents the accomplishments over the past decade and signifies our future ambitions of continuing to advance the profession.

 Build the Foundation: Together we’ve built the foundation for a respected global financial planning profession.Build Grow Engage Logo

 Grow the Profession: We’re growing the profession by making our standards and certification available in more territories around the world.

 Engage our Stakeholders: We’re partnering and engaging together to increase consumer confidence in the profession and awareness of the value of financial planning.

During our time together at the Global Member Meeting, a new territory prospect, FPSB Turkey, will petition to become an Affiliate Member of FPSB Ltd. This group has been working very hard to develop a successful case for becoming an affiliate and we wish them the best of luck and congratulate them on their hard work in developing a very impressive and comprehensive business plan.

Shanghai represents the first-ever FPSB Member Exchange session. Four FPSB organizations will be showcasing initiatives and innovative techniques they are doing to promote financial planning and CFP certification in their territories. This event will be a great way to engage our Members and share best practices within the FPSB global community. Following the FPSB Member Exchange, FPSB Council Chairperson, Sanjay Sachdev, CFP, will guide the discussion and voting process on FPSB’s new standards. FPSB Members are continuously raising the CFP certification standards as they lead the global financial planning profession.

We are looking forward to moving the financial planning profession forward in Shanghai and hope you are too! You can follow our meeting updates on Facebook and Twitter.

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