
Live Your Today.
Plan Your Tomorrow™
Whether you need help navigating your financial reality today, or preparing to reach your long-term life goals, a CERTIFIED FINANCIAL PLANNER™ professional is there to help. Because even when life is uncertain, you are in control of your financial future.
Psychology in Practice:
Financial Planner Essentials
FPSB’s Global Financial
Planning Standards
FPSB Ltd’s Global Financial Planning Standards define what great financial planning looks like – setting clear expectations for professionals and empowering clients to know what they can expect in return. It’s a trusted framework that sets CFP® professionals apart, ensuring consistency, clarity, and confidence at every stage of your financial journey.
AI in Financial Planning
Global Report
FPSB’s global survey shows how financial planners are using AI to enhance advice and improve client experiences – without losing the human touch. Because even as technology evolves, empathy, trust, and personal connection remain at the heart of financial planning.

Live Your Today.
Plan Your Tomorrow™
Whether you need help navigating your financial reality today, or preparing to reach your long-term life goals, a CERTIFIED FINANCIAL PLANNER™ professional is there to help. Because even when life is uncertain, you are in control of your financial future.
Psychology in Practice:
Financial Planner Essentials
FPSB’s Global Financial
Planning Standards
FPSB Ltd’s Global Financial Planning Standards define what great financial planning looks like – setting clear expectations for professionals and empowering clients to know what they can expect in return. It’s a trusted framework that sets CFP® professionals apart, ensuring consistency, clarity, and confidence at every stage of your financial journey.
AI in Financial Planning
Global Report
FPSB’s global survey shows how financial planners are using AI to enhance advice and improve client experiences – without losing the human touch. Because even as technology evolves, empathy, trust, and personal connection remain at the heart of financial planning.
Find a CERTIFIED FINANCIAL PLANNER Professional
Work with a CFP professional who has achieved the global mark of excellence in financial planning, and has committed to competency and ethical standards, putting your interests first.