Telephone: 1-720-407-1914
info@fpsb.org
 
FPSB Affiliates

FPSB Affiliates

Find the FPSB Affiliate Organization in Your Territory

The global financial planning community is pleased to present World Financial Planning Day (#WFPD) in partnership with the International Organization of Securities Commissions. Click a territory on the map to find a CERTIFIED FINANCIAL PLANNER professional in that area and learn about the local WFPD events taking place.

Financial Planning Association of Australia Ltd. (FPA)

Level 4, 75 Castlereagh Street, Sydney NSW 2000, Australia

As Australia’s leading professional association for financial planners, the Financial Planning Association (FPA) represents the interests of the public and 11,000 members. Founded in 1992 by merger of the International Association for Financial Planning and the Australian Society of Investment and Financial Advisors Limited, the FPA is the only professional body for financial planners in Australia. FPA offers the CERTIFIED FINANCIAL PLANNER certification program, and develops professional, compliance and ethical standards for CFP professionals. In addition, the FPA represents members’ interests with legislators, regulators and consumer bodies.

WEB: www.fpa.com.au
PHONE: +61 02 9220 4500
FAX: +61 02 9220 4580
EMAIL: fpa@fpa.com.au

Österreichischer Verband Financial Planners (OVFP)

Koestlergasse 10/4 A-1060 Wien, Austria

Established in 2000, Österreichischer Verband Financial Planners is a nonprofit, professional standards-setting organization supported by the financial services sector in Austria, including banking, insurance and independent financial consultants, as well as the legal profession and academicians.

WEB: www.cfp.at
PHONE: +43 660 5335050
FAX: +49 69 9055 938-10
EMAIL: office@fpsb.at

Planejar – Associação Brasileira de Planejadores Financeiros

Rua Joaquim Floriano, 1120 – Conj 62 – 04534-004 – Itaim Bibi São Paulo, Brazil

The mission of Planejar – Associação Brasileira de Planejadores Financeiros is to promote the highest professional and ethical standards in the field of financial planning. A self-regulatory organization, Planejar administers the CFP certification program to meet the growing financial planning needs of the Brazilian marketplace.

WEB: www.planejar.org.br
PHONE: + 55 11 4280-8520
EMAIL: planejar@planejar.org.br

FP Canada

902-375 University Avenue, Toronto, Ontario M5G 2J5 Canada

FP Canada (formerly Financial Planning Standards Council) is a nonprofit organization that develops, promotes and enforces professional standards in financial planning through CERTIFIED FINANCIAL PLANNER certification. FP Canada is dedicated to driving value and instilling confidence in financial planning. As a standards-setting and certification body, FP Canada ensures CFP professionals and FPSC Level 1® Certificants in Financial Planning meet appropriate standards of competence and professionalism through rigorous requirements of education, examination, experience and ethics.

WEB: www.fpcanada.ca
PHONE: +1-416-593-8587
FAX: +1-416-593-6903
EMAIL:info@fpcanada.ca

Financial Planning Standards Board China Ltd. (FPSB China)

Room 708, Changtai International Finance Building, 1589 Century Avenue, Pudong New Area, Shanghai, China

FPSB China is the marks licensing authority for the CERTIFIED FINANCIAL PLANNER certification program in mainland China. FPSB China also offers the ASSOCIATE FINANCIAL PLANNER, EXECUTIVE FINANCIAL PLANNER, and CERTIFIED PRIVATE BANKER certification programs, which are accredited by FPSB.

WEB: www.fpsbchina.cn
PHONE: +86-21-6095-1535
FAX: +86-21-6095-1533
EMAIL: info@fpsbchina.cn

Asociación Colombiana de Planeación Financiera (ACPF)

Kr 7 No. 115 60 OF D-406, Bogota, Colombia

Asociación Colombiana de Planeación Financiera’s mission is to unite supporters of financial planning, provide tools that will enable members to reach their professional potential and to benefit consumers looking for competent and ethical professionals who will act with integrity and put clients first. ACPF upholds and supports its mission through its administration of the CERTIFIED FINANCIAL PLANNER certification program.

PHONE: +57 (1) 620 0027
FAX: +57 (1) 215 1707
EMAIL: info@acfp.org.co

Association Francaise des Conseils en Gestion de Patrimoine Certifiés (CGPC)

32 place Saint Georges 75009 Paris

Founded in 1997, Association Francaise des Conseils en Gestion de Patrimoine Certifiés is an independent national association and certification body for financial planning in France. CGPC is dedicated to raising standards of financial planning, for raising consumer awareness of the value of financial planning and working with a CFP professional, and for promoting its membership as the most qualified and reliable financial planners in France.

WEB: www.cgpc.fr
PHONE: +33 (01) 40 06 08 08
FAX: +33 (01) 40 06 96 23
EMAIL: info@cgpc.fr

Financial Planning Standards Board Deutschland e.V. (FPSB Deutschland)

Eschersheimer Landstrasse 61-63, 60322 Frankfurt am Main, Germany

Founded in 1997, FPSB Deutschland administers the CERTIFIED FINANCIAL PLANNER certification program, and develops and supervises quality standards for professional training and education, qualification requirements, and ethical and practice standards for CFP professionals in Germany.

WEB: www.fpsb.de
PHONE: +49 (069) 9055938-0
FAX: +49 69 9055938-10
EMAIL: info@fpsb.de

Institute of Financial Planners of Hong Kong Ltd. (IFPHK)

13/F, Causeway Bay Plaza 2, 463 – 483 Lockhart Road, Hong Kong

A nonprofit self-regulatory organization founded in June 2000, The Institute of Financial Planners of Hong Kong fosters professional standards in personal financial planning to benefit the public. IFPHK grants the CERTIFIED FINANCIAL PLANNER certification to qualified financial planning professionals in Hong Kong and Macau, and is committed to promoting the CFP designation as the symbol of excellence in financial planning.

WEB: www.ifphk.org
PHONE: +852 2982 7888
FAX: +852 2982 7777
EMAIL: info@ifphk.org

Financial Planning Standards Board Ltd. in India

Effective 1 April 2019, Financial Planning Standards Board Ltd. (FPSB), owner of the international CERTIFIED FINANCIAL PLANNER certification program outside the United States, has taken over administration of India’s CFP certification program. From that date forward, all matters and inquiries pertaining to India’s CFP certification program should be directed to FPSB.

WEB: india.fpsb.org
PHONE: +91 91 5271 9562
EMAIL: indiaCFPCertification@fpsb.org

 

Financial Planning Standards Board Indonesia (FPSB Indonesia)

EightyEight@Kasablanka Office Tower A 32nd Floor, Unit F Jl. Raya Casablanca Kav. 88 Jakarta 12870, Indonesia

Established in 2006, FPSB Indonesia is a nonprofit organization offering the REGISTERED FINANCIAL PLANNER and CERTIFIED FINANCIAL PLANNER designations. FPSB Indonesia holds the LSP-P (Professional Certification Body – Proficiency) from BNSP (Indonesian Professionals Certification Authority), a governmental body in charge of certifying professionals. FPSB Indonesia operates to benefit consumers and establish financial planning as a profession in Indonesia.

WEB: www.fpsbindonesia.net
PHONE: +62 21 223-6026
FAX: +62 21 223-6024
EMAIL: info@fpsbindonesia.net

 

Financial Planning Standards Board Ireland Ltd. (FPSB Ireland)

185a Kimmage Road West, Kimmage, Dublin 12, Ireland

FPSB Ireland is a professional standards-setting body, set up by Life Insurance Association Ireland Limited (LIA) and the Institute of Bankers in Ireland to proactively guide the development and promotion of standards for financial planning professionals to benefit and protect the public. FPSB Ireland offers the CERTIFIED FINANCIAL PLANNER certification program to professionalize financial planners in Ireland.

WEB: www.fpsb.ie
PHONE: +353 1 4550150
FAX: +353 (1) 455 4530
EMAIL: info@fpsb.ie

 

Union of Financial Planners in Israel (UFPI)

Dov Friedman Street 10, Ramat Gan 52503 Israel

UFPI, established in October 2011, partners with FPSB to offer CFP certification in Israel. UFPI’s mission is to support financial professionals in learning the right abilities, skills and knowledge to deliver competent, ethical financial planning to clients.

WEB: ufpi.co.il
PHONE: +972 3 613 9900
FAX: +972 3 613 9922
EMAIL: office@ufpi.co.il

 

Japan Association for Financial Planners (JAFP)

5F Toranomon Towers Office, 4-1-28 Toranomon, Minato-ku, Tokyo, Japan 105-0001

A membership and certification/standards-setting body, the Japan Association for Financial Planners was established in November 1987, and introduced CFP certification to Japan in May 1992. JAFP’s purpose is to promote financial planning to the general public and to support practitioners in their journey to become financial planners.

WEB: www.jafp.or.jp
PHONE: +81-3-5403-9700
FAX: +81-3-5403-9701
EMAIL: info@jafp.or.jp

Financial Planning Standards Board Korea (FPSB Korea)

17th Fl. Seongji Bldg., 538 Dohwa 2-dong, Mapo-gu Seoul 121-743, Republic of Korea

FPSB Korea is the certification and standards-setting body for financial planning in the Republic of Korea, and administers the territory’s CERTIFIED FINANCIAL PLANNER certification program. FPSB Korea’s mission is to improve the professionalism of the financial services industry and benefit and protect the public by upholding rigorous standards for financial planners.

WEB: en.fpsbkorea.org
PHONE: +82-2-3276-7605
FAX: +82-2-3276-7620
EMAIL: info@fpsbkorea.org

Financial Planning Association of Malaysia (FPAM)

Unit 305, Block A, Phileo Damansara I Jalan 16/11, Off Jalan Damansara, Seksyen 16 46350 Petaling Jaya Selangor Darul Ehsan Malaysia

Formed in 1999, FPAM is a nonprofit organization with a mission to raise the standards of competency and ethical practice of qualified financial planners in Malaysia, and to educate the public on the benefits of financial planning. FPAM offers the CERTIFIED FINANCIAL PLANNER certification, and represents individuals from diverse financial services sectors, including insurance, unit trusts, banking, legal services, securities, accounting services, and asset management.

WEB: www.fpam.org.my/fpam
PHONE: +6 03 – 7954 9500
FAX: +6 03 – 7954 9400
EMAIL: info@fpam.org.my

Federatie Financieel Planners (Federation of Financial Planners)

Herikerbergweg 292, gebouw Vesta, parkeergarage P10, 1101 CT Amsterdam, The Netherlands

The Federation of Financial Planners (FFP) is the professional organization for financial planners in The Netherlands, and offers the CERTIFIED FINANCIAL PLANNER certification program in addition to the FFP quality mark.With approximately 4,000 members, the FFP is the largest European organization of financial planners. FPSB Nederland, which first offered CFP certification in the territory in 2009, merged with FFP in 2015.

WEB: www.ffp.nl
PHONE: +31 (0) 35 30 20 120
EMAIL: info@ffp.nl

Financial Advice New Zealand

Level 6, Technology One House, 86 Victoria St, Wellington New Zealand 6011

Financial Advice New Zealand is the professional body representing financial planners, investment advisers and insurance advisers in New Zealand. Members are required to meet standards of education, experience, examination and ethics. Financial Advice New Zealand awards the CERTIFIED FINANCIAL PLANNER certification to members, upon qualification.

WEB: www.financialadvice.nz
PHONE: +64 4 499 8062
FAX: +64 4 499 8064
EMAIL: info@financialadvice.co.nz

Financial Planning Association of Singapore (FPAS)

112 Robinson Road, #07-02, Singapore 068902

Established in 1998, the Financial Planning Association of Singapore (FPAS) is a nonprofit professional association dedicated to developing and promoting the provision of unbiased financial advice to the Singaporean public. FPAS, which offers the CERTIFIED FINANCIAL PLANNER designation, has received overwhelming support from many of the largest financial institutions in Singapore.

WEB: www.fpas.org.sg
PHONE: +65 6372 1030
FAX: +65 6372 0121
EMAIL: admin@fpas.org.sg

Financial Planning Institute of Southern Africa (FPI)

84 Sophia Street, Fairland, Johannesburg, Gauteng 2170 South Africa

The Financial Planning Institute of Southern Africa is the leading, independent representative body of professional financial planners in South Africa. The FPI works to ensure that South Africans have access to the services of competent, ethical financial planners who will place their interests first. Many top financial institutions have adopted the FPI as an independent standards partner, and FPI members include both general practitioners and specialists in particular branches of financial planning.

WEB: www.fpi.co.za
PHONE: +27 086 1000 374
EMAIL: info@fpi.co.za

Swiss Financial Planners Organization (SFPO)

Münzgraben 6, Postfach, 3000 Bern 7, Switzerland

The Swiss Financial Planners Organization is a credentialing, licensing, standards-setting and disciplinary body with a mission to benefit and protect the public by: setting the qualification for initial professional certification; protecting the CFP certification mark and the service marks CERTIFIED FINANCIAL PLANNER™ and CFP ® in Switzerland; enhancing the professionalism of those engaged in the exercise and pursuit of personal financial planning; informing the public about ongoing national and international financial planning issues; and lobbying governmental entities in the field of financial planning.

WEB: www.sfpo.ch
PHONE: +41 31 326 27 30
FAX: +41 31 326 27 31
EMAIL: info@sfpo.ch

Financial Planning Association of Taiwan (FPAT)

1306 room, 13th floor, No. 88, Sec. 2, Chung Hsiao E. Road, Taipei 100, Chinese Taipei

The Financial Planning Association of Taiwan is a nonprofit organization that was formed, with approval from the Ministry of Internal Affairs, by a group of quasi-government organizations, leading educational institutes in financial services training and education, leading global and local financial services companies, and leading financial services industry executives and professionals. FPAT’s goal is to enhance the professional standards of financial planning practitioners and educate the public about the importance of personal financial planning.

WEB: www.fpat.org.tw
PHONE: +886 2 2396 5698
FAX: +886 2 2396 5606
EMAIL: hank@tabf.org.tw

Thai Financial Planners Association (TFPA)

11th Floor, The Stock Exchange of Thailand Building, 62 Ratchadaphisek Road, Klongtoey, Bangkok 10110, Thailand

The Thai Financial Planners Association (TFPA) is a nonprofit regulatory organization that sets high professional standards and an ethical framework for financial planning practitioners in Thailand. The organization, established as an association under the Ministry of Commerce, through the collaboration of The Stock Exchange of Thailand (SET) and the Thai Financial Planners Club (The Club), offers the CERTIFIED FINANCIAL PLANNER certification program.

WEB: www.tfpa.or.th
PHONE: +66 2 2292196
FAX: +66 2 6545345
EMAIL: info@tfpa.or.th

Finansal Planlama Derneği (FPD)

Buyukdere Caddesi Emlak Kredi Bloklar A2 Blok Kat:8 No:33 Levent 34453 Besiktas Istanbul, Turkey

Founded in 2014, Finansal Planlama Derneği is a nonprofit organization preparing to offer CFP certification in Turkey. The mission of FPD is to introduce and develop the financial planning profession in Turkey, and to support qualified financial planning professionals in their efforts to help the citizens of Turkey attain their financial goals.

WEB: fpd.org.tr
PHONE: +90 212 318 32 07
FAX: +90 212 275 75 3
EMAIL: doganmuratergin@gmail.com

Chartered Institute for Securities & Investment (CISI)

20 Fenchurch St., London EC3M 3BY, United Kingdom

The Chartered Institute for Securities and Investment (CISI) is the professional body of choice for professionals in the securities and investment industry in the U.K. and in a growing number of major financial centers globally. The Institute of Financial Planning (IFP), which served as the founding Member of FPSB in the U.K., merged with Chartered Institute for Securities and Investment (CISI) in November 2015. CISI now administers the CFP certification program in the U.K. Its goal is to bring the highest standards of professionalism to all areas of the financial services industry and provide additional strength and an even greater presence in the financial planning sector.

WEB: www.financialplanning.org.uk
PHONE: +44 20 7645 0777
EMAIL: customersupport@cisi.org

CFP Board

1425 K Street NW, Suite 800, Washington, DC., 20005 United States

CFP Board is a nonprofit organization acting in the public interest by fostering professional standards in personal financial planning through its setting and enforcement of the education, examination, experience, ethics and other requirements for CFP certification. Our mission is to benefit the public by granting the CFP ® certification and upholding it as the recognized standard of excellence for competent and ethical personal financial planning. CFP Board owns the CERTIFIED FINANCIAL PLANNER, CFP and CFP CFP Mark marks in the United States.

WEB: www.cfp.net
PHONE: +1 (800) 487-1497
FAX: +1 (202) 379-2299
EMAIL: mail@cfpboard.org