FPSB’s Pathway Programs
As FPSB introduces the high-level CFP certification program to a territory, some market participants and FPSB member organizations welcome the creation of one or more pathway educational and credentialing programs to create a career path to CFP certification and encourage financial services practitioners on the journey to financial planning professionalism.
Cross-Border Practice
Financial planners often work beyond the borders of their own territories when providing services. International practice is a natural evolution of the global economy, enabling practitioners to collaborate with CFP professionals outside of their home jurisdictions or expand their practices to serve clients from anywhere.