Top blogs, business tips, and more!

Subscribe to our weekly newsletter:





What do you think?

How frequently are you faced with cross-border issues such as clients moving from one territory to the next, clients holding assets in other countries, etc.?

View Results

Loading ... Loading ...

 

Learn about certification in your territory

 

View blogs by territory

 

Learn about certification in another territory

CERTIFIED FINANCIAL PLANNER professionals may become certified to use the CFP Marks in more than one territory by obtaining CFP certification from the FPSB Member in the new territory. Those Individuals must abide by the certification renewal requirements of FPSB Members in both the home and new territories. Use the form below to determine what the across-border certification requirements are in your territory:


 

Welcome to the global gathering place for the financial planning profession
Financial Planner Blog

Financial Planet Disclaimer

The information contained in Financial Planet is for informational purposes only. FPSB is not responsible for any errors or omissions, or for the results obtained from the use of this information. FPSB makes no representations as to the accuracy or completeness of any information on this site or found by following any link on this site. FPSB is not liable for any errors or omissions in this information nor for the availability of this information. FPSB is not liable for any losses, injuries, or damages from the display or use of this information. These terms and conditions of use are subject to change at any time and without notice.

Third Party Comments

Third parties may submit comments for publication on Financial Planet. Any such comments are submitted on the basis that FPSB will review and may edit such comments, and that not all submissions will be published. Any third party comments published on Financial Planet (whether edited or not) are third party information for which FPSB takes no responsibility and disclaims all liability, and the above disclaimer applies to any such third party comments.

Privacy Statement

If and to the extent that you submit any personal data (such as your name and email address) to FPSB through Financial Planet, including by email to Financial Planet’s manager, FPSB (as data controller) confirms that it will only use any such personal data for the purposes for which you have provided such data.

Trademark

Financial Planning Standards Board Ltd. owns the FINANCIAL PLANET and FINANCIAL PLANET Logo trademarks, which are registered in the United States. All rights are reserved. If you wish to use these trademarks in any way, you must first contact FPSB for approval in relation to the proposed use.

Copyright

The copyright in all content on Financial Planet (other than any third party comments) is owned by Financial Planning Standards Board Ltd. All rights are reserved. If you wish to use or copy any of the text or other materials on Financial Planet (or any extracts from the same), you must first contact FPSB for copyright permission in relation to the proposed use.