Financial Planning Standards Board Ltd. (FPSB), the non-profit, standards-setting body for the global financial planning profession and owner of the international certified financial planner certification program, is seeking nominations for up to three open three-year positions on FPSB’s board of directors, beginning 1 April 2026.
Nominations should be submitted to the FPSB Nominating Committee Coordinator at [email protected] no later than 5:00 p.m. Mountain Standard Time on Friday, 2 May 2025.
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 must be able to provide tangible value in one or more of the following areas:
1. International business experience: FPSB administers the CFP certification program in Europe and welcomes nominees who can provide strategic direction and insight into the financial planning landscape in Europe, including individuals with a background in EU financial regulatory matters or in building the financial planning profession in this region.
2. Certification and education experience: As the international standards-setting body for the global financial planning profession, FPSB welcomes nominees who have expertise in areas relevant to its 2030 strategic vision. Ideal candidates would have experience in launching products in the certification or education publishing industries or in developing certification and education technology solutions.
3. Experience in allied professions: As FPSB and its network of organizations future-proof the financial planning profession, FPSB seeks nominees who have strategic experience with standards setting for allied professions, such as accounting.
4. Leveraging AI in financial planning: As FPSB and its network of organizations stay abreast of new technological advancements such as artificial intelligence, FPSB welcomes nominees who have experience in leveraging AI within the financial services or certification industry.
5. Public interest / consumer advocate perspective: As a nonprofit association with a public-interest mission to benefit the global community through financial planning, FPSB welcomes nominees who have expertise in understanding how its programs and standards can best be leveraged to benefit consumers so more individuals can access financial planning advice from practitioners who have committed to rigorous competency, practice and ethical standards.
“As we look to the future of financial planning, we are seeking talented individuals who bring a broad range of skills, diverse perspectives, and international experience,” said incoming 2025 FPSB Board chairperson-elect, Caroline Dabu. “We invite individuals who are passionate champions and leaders of financial planning to apply and help us drive forward our strategic goals to advance the profession with CFP certification its symbol of excellence.”
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 28 territories, which together represent more than 230,000 CERTIFIED FINANCIAL PLANNER professionals worldwide.
Nominees for FPSB’s 2026 Board of Directors must be able to participate in English-language meetings and cannot be a staff member, director or office holder with an affiliated organization. FPSB strongly prefers that CFP professional nominees have senior-level volunteer experience with FPSB or an FPSB affiliated organization and the endorsement of their affiliate organization.
FPSB expects to finalize its selection for the FPSB Board in October 2025. Selected candidates will join other volunteer Board members from Australia, Brazil, Canada, China, Malaysia, and the U.S.
