Financial Planning Standards Board Seeks Candidates for 2024 Board of Directors

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DENVER, COLO – 21 March 2023 – Financial Planning Standards Board Ltd. (FPSB), the standards-setting body for the global financial planning profession and owner of the international CERTIFIED FINANCIAL PLANNER certification program, is seeking nominations for two open three-year positions on FPSB’s Board of Directors, beginning 1 April 2024. Nominations should be submitted to the FPSB Nominating Committee Coordinator at no later than 5:00 p.m. Mountain Standard Time on Friday, 28 April 2023.

FPSB is seeking nominees that will complement the talents of its continuing Board members and who can meaningfully contribute to FPSB’s strategic vision and future business development. Nominees should be able to provide tangible value in one or more of the following areas:

  1. Diversity. FPSB values diversity and is committed to building an inclusive Board of Directors that represents a variety of perspectives. Of particular interest for this year’s nominees are individuals who can bring a perspective from:
    The next generation of professionals and consumers
    The Asia and U.S. regions
  2. Experience to strengthen FPSB and help enhance / improve its existing programs.
    As FPSB and its affiliated organizations future-proof the financial planning profession, FPSB welcomes nominees who have strategic experience with standards setting for allied professions (such as accounting)
    FPSB also welcomes nominees who have experience providing oversight of the financial reporting process, the audit process, organizational system of internal controls, and compliance with laws and regulations
  3. Experience to help FPSB build new businesses/ enter new territories. As FPSB grows the global financial planning profession, it welcomes nominees who can provide insight into launching and adapting existing business models in new territories
  4. Public interest / consumer-oriented perspective. As a non-profit association with a public-interest mission to benefit the global community by establishing, upholding and promoting worldwide professional standards in financial planning, FPSB welcomes nominees with this perspective

“FPSB’s governing body is seeking individuals with leadership and strategy expertise in the areas of international certification and education, adapting or launching certification programs in new territories, standards-setting for allied professions, public interest, and auditing,” said FPSB Board chairperson-elect, Ana Cláudia Akie Utumi, CFP. “We look forward to welcoming new members to a talented, geographically diverse Board focused on advancing the financial planning profession with CFP certification its global symbol of excellence and increasing access to financial planners who have committed to rigorous standards of competency and ethics and to putting clients’ interests first.”

FPSB’s Board of Directors is responsible for guiding the organization’s administration of its public interest mission and vision; developing governing policies that address the broadest levels of all organizational decisions and situations; identifying needs and advocating on behalf of FPSB’s stakeholders; and overseeing organizational performance and providing strategic guidance to FPSB’s CEO. As the preeminent standards-setting organization for financial planning worldwide, FPSB and its network of organizations span across 27 territories, which together represent more than 213,000 CERTIFIED FINANCIAL PLANNER professionals worldwide.

Nominees for FPSB’s 2024 Board of Directors must be able to participate in English-language meetings and cannot be a staff members, director or office holders with an affiliated organization. FPSB strongly prefers that CFP professional nominees have senior-level volunteer experience with FPSB or an FPSB Affiliate and the endorsement of their affiliate organization. FPSB expects to finalize its selection for the FPSB Board in October 2023. Selected candidates will join other volunteer Board members from Australia, Brazil, Canada, Mexico, and the Netherlands.

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