Shaping the future of financial planning

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Although the Financial Planning Standards Council (FPSC) is the professional oversight and certification body for the Certified Financial Planner (CFP) certification in Canada, it’s also part of the global Financial Planning Standards Board (FPSB) network, which consists of financial planning certification and professional bodies in 26 countries and territories around the world. FPSB member organizations work together to establish consistent global standards for CFP certification; promote the value of financial planning and in working with a CFP professional; and meet regularly to exchange ideas, share best practices and discuss standards for the global financial planning profession.

I recently attended a meeting of the FPSB in Cape Town, South Africa. The theme was Shaping the Future. It’s no secret that technology and changing regulatory expectations are disrupting and redefining financial services. In addition, client needs and expectations are also changing. Most importantly, this disruption is not confined to any one border. There’s no more relevant conversation than how the financial planning profession needs to respond and adapt, not only here at home, but as a global collective.

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