Sunday, Oct 23, 2016

Financial Planning Standards Board Names 2017 Leadership

DENVER, CO 24 OCTOBER 2016 At a meeting in Amsterdam last week, Financial Planning Standards Board Ltd. (FPSB), owner of the international CERTIFIED FINANCIAL PLANNER certification program outside the United States, named new leaders for its Board of Directors, FPSB Council and various forums.

I am humbled by, and grateful for, the level of passion and commitment the global financial planning community demonstrates when it comes to leading and shaping the future of our profession, said Sanjay Sachdev, CFP, FPSB Board Chairperson. Our vision to establish financial planning as a global profession, with the CFP marks its symbol of excellence, is no small undertaking. But with the caliber and focus of the leaders we have within the FPSB network, Im confident that we will achieve our goals and make the lives of millions of consumers better by our efforts.

FPSBs Board of Directors elected Barry Horner, CFP, (United Kingdom) as 2017 FPSB Board Chairperson-elect, supporting Pamela Packard, CPA (U.S.), who will serve as 2017 FPSB Board Chairperson. The Board also named Kimmis Pun, CFP, (Singapore) to a four-year CFP professional position on the FPSB Board, and is searching for a technology strategist to fill the remaining open position on the FPSB Board. All terms are effective 1 April 2017.

The FPSB Council re-elected FPA Australia Chairperson Neil Kendall, CFP, to serve as the 2017 FPSB Council Chairperson, effective 1 January 2017. Mr. Kendall will also serve ex officio as chairperson of FPSBs Member Advisory Group.

The FPSB Council elected three at-large representatives to serve on FPSBs Member Advisory Group, one for a one-year term Ulf Mannhardt, CFP, (Brazil) and two for two-year terms Paul Grimes, CFP, (Ireland) and Marc van Poeteren (the Netherlands). All terms are effective 1 January 2017.

The FPSB Council elected three at-large representatives to serve on FPSBs Chief Executives Committee, two for a one-year term Paul Grimes, CFP, (Ireland) and Margie Djajakusuma (Indonesia) and one for a two-year term Ruud Polet (the Netherlands).

The FPSB European Forum elected Federatie Financieel Planners Chairperson Marc van Poeteren (the Netherlands) to a two-year position as FPSB European Forum Chairperson, effective 1 January 2017.

Institute of Financial Advisers Chairperson Michael Dowling, CFP, (New Zealand) will serve the remainder of his two-term as FPSB Asia-Pacific Forum Chairperson, ending 31 December 2017.

FPSB Board of Directors: The FPSB Board is made up of volunteer members from Australia, Brazil, China, India, Singapore, South Africa, the United Kingdom and the United States, as well as FPSB Ltd.s chief executive. For more information, click here.

FPSB Council: The FPSB Council is made up of representatives from FPSB Members who act as an advisory and consulting body to the FPSB Board of Directors, with the power to vote on various matters involving the FPSB network.

FPSB Member Advisory Group: The MAG is made up of the FPSB Council Chairperson, the FPSB Chief Executives Committee Chairperson, the Chairpersons of each of the FPSB Mature, Developing and Launching Markets Forums, all of whom serve ex officio, and three at-large representatives chosen by the FPSB Council.

FPSB Chief Executives Committee: The Chief Executives Committee is made up of the top seven financially contributing FPSB Member chief executives (U.S., Japan, Canada, China, Australia, Hong Kong, South Africa), three Member chief executives chosen by the FPSB Council and the FPSB Ltd. chief executive.

European Forum: The FPSB European Forum is made up of leaders of FPSB member organizations in Austria, France, Germany, Ireland, the Netherlands, Switzerland, Turkey and the U.K. who coordinate promotion of financial planning and CFP certification in Europe.

Asia-Pacific Forum: The FPSB Asia-Pacific Forum is comprised of the leaders of FPSB member organizations in Australia, China, Chinese Taipei, Hong Kong, India, Indonesia, Japan, Malaysia, New Zealand, Republic of Korea, Singapore and Thailand who coordinate promotion of financial planning and CFP certification in the Asia-Pacific region.

About FPSB

FPSB manages, develops and operates certification, education and related programs for financial planning organizations to benefit the global community by establishing, upholding and promoting worldwide professional standards in financial planning. FPSB demonstrates its commitment to excellence with the marks of professional distinction CFP,CERTIFIED FINANCIAL PLANNER and CFP Logo mark which it owns outside the United States.FPSB has a nonprofit member organization in the following 26 territories: Australia, Austria, Brazil, Canada, Chinese Taipei, Colombia, France, Germany, Hong Kong, India, Indonesia, Ireland, Israel, Japan, Malaysia, New Zealand, the Netherlands, the Peoples Republic of China, the Republic of Korea, Singapore, South Africa, Switzerland, Thailand, Turkey, the United Kingdom and the United States. At the end of 2015, there were 161,821 CFP professionals worldwide. For more, visit

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