The idea for Financial Planet originated as a result of Financial Planning Standards Board’s highly successful World Financial Planning Summit in 2010. At the Summit, held in Chinese Taipei, thought leaders from the global financial planning community — including regulators, educators, representatives from financial services firms and consumer advocates — challenged each other to define the steps needed to establish financial planning as a distinct professional practice worldwide. The dialogue that began at the Summit led FPSB to find a way to continue the conversation, while inviting wider participation from financial planning professionals and other key stakeholders on an ongoing basis.
Financial Planet – Connect with the World
With an editorial team made up of CERTIFIED FINANCIAL PLANNER professionals from around the world, Financial Planet explores issues that speak to the heart of financial planning professionalism. Readers and subscribers gain international perspectives on ethics, regulation, rebuilding consumer trust, education, compensation issues and more, and have the opportunity to add to the discussion through monthly opinion polls, comments and discussion threads on LinkedIn, Twitter and Facebook.