Bringing a Global Certification Program to Additional Countries

  • 06 Apr 2100
  • Virtual - view recording at your desktop - unlimited playback


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The CERTIFIED FINANCIAL PLANNER™ (CFP™) certification program is operated in 26 countries now. This session will offer perspective from the Financial Planning Standards Board on how the CFP certification program enters additional territories. The session will cover laying the groundwork with governments, firms and associations; and issues of localization and global consistency. The session will present lessons learned in bringing a global certification program to a new country or countries.

Session outline:
1. About FPSB
2. About the CFP certification program
3. Why CFP needs to be customized for local needs
4. How FPSB establishes and maintains global consistency
5. The old model to enter new countries
6. The new model to enter new countries
7. Lessons we’ve learned

Please note: the webinar is shorter than customary, running at approximately 25 minutes.


Jeff Kenney, Director of Certification & Standards, Financial Planning Standards Board LTD.
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