TORONTO, ON – NOVEMBER 21, 2017 – At its semiannual meeting in Cape Town, South Africa, last month, Members of the Financial Planning Standards Board (FPSB) Council elected Cary List, CFP®, CA, CPA, President and CEO of Financial Planning Standards Council (FPSC), to serve as FPSB Council Chairperson in 2018. FPSB is the global professional standards-setting orgaapponization for financial planning and owner of the Certified Financial Planner® certification program outside the United States.
The FPSB Council is a forum for FPSB member organizations from around the world seeking to build awareness of the Certified Financial Planner marks and the profession of financial planning. The FPSB Council acts as an advisory and consultative body to FPSB’s Board of Directors and is made up of delegates from each of FPSB’s member organizations globally, including FPSC.
“The financial services industry worldwide is facing its most disruptive time in history,” said List. With the advent of fintech and higher regulatory standards for advice, this creates tremendous opportunity for CFP certification and the FPSB network to solidify their place as the global leaders in serving consumers worldwide with ethical, relevant advice to help them enhance their financial health. My goal in 2018 is that the FPSB network continues to enhance its work as a strong collective voice in being a trusted resource for government, regulators and consumers alike.”
“Cary has been actively involved in shaping the global future of the financial planning profession since FPSB’s inception,” said Noel Maye, FPSB CEO. “As the leader of FPSB’s fourth-largest member organization, Cary will bring a wealth of knowledge and experience to the FPSB network and will be an excellent resource for those who are establishing the CFP certification program in other territories throughout the world. We look forward to Cary’s insight and leadership in 2018.”
Mr. List’s term as FPSB Council Chairperson begins on January 1, 2018.
About Financial Planning Standards Council
A professional standards-setting and certification body working in the public interest, FPSC’s purpose is to drive value and instill confidence in financial planning. FPSC ensures those it certifies―Certified Financial Planner® 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. With FPSC’s formal partnership with the Institut québécois de planification financière (IQPF), which is the only organization authorized to certify Financial Planners in Québec, there are more than 23,500 Financial Planners in Canada who have met, and continue to meet, FPSC’s standards. More information is available at FPSC.ca and FinancialPlanningForCanadians.ca.
About Financial Planning Standards Board
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 People’s Republic of China, the Republic of Korea, Singapore, South Africa, Switzerland, Thailand, Turkey, the United Kingdom and the United States. At the end of 2016, there were over 170,000 CFP professionals worldwide. For more, visit fpsb.org.
For more information, please contact:
Manager, Public Affairs
Financial Planning Standards Council
Phone: 416-593-8587, ext. 232 or 1-800-305-9886
Kate Holmes, CFP
Director of Stakeholder Engagement
Financial Planning Standards Board, Ltd.