About World Financial Planning Summit Advancing financial planning
as a distinct profession.
 

About World Financial Planning Summit

The World Financial Planning Summit

 

Financial Planning Standards Board Ltd. (FPSB), the preeminent international standards-setting organization for financial planning, hosted the World Financial Planning Summit on 21 April 2010 with the goal of advancing financial planning as a distinct profession.


FPSB Members, financial planning leaders and invited guests from around the globe engaged in a global dialogue on how best to support the emergence of financial planning as a recognized and bona fide profession that puts the interests of clients first.