Financial Planning Standards Board to Host World Financial Planning Summit

- International Dialogue to Focus on Supporting the Emergence of Financial Planning as a Distinct, Global Profession -

TAIPEI, Taiwan, March 4 /PRNewswire-USNewswire/ -- Financial Planning Standards Board Ltd. (FPSB), the preeminent international standards-setting organization for financial planning and owner of the CFP, CERTIFIED FINANCIAL PLANNER and CFP Logo marks outside the United States, will host a World Financial Planning Summit on 21 April 2010 in Taipei, Chinese Taipei.  The goal of the one-day summit is to engage global leaders in the financial planning sector and invited guests in a dialogue about how best to establish financial planning as a professional practice worldwide and provide to consumers the benefit of working with qualified and competent financial planners.

"FPSB's vision to establish financial planning as a global profession requires us to listen to and learn from the ideas and programs of global financial planning leaders and other stakeholders," said Corinna Dieters, FPSB's 2010 Board of Directors Chairperson and World Financial Planning Summit speaker.  "FPSB's World Financial Planning Summit is designed to add the perspectives of regulators, large financial services firms, educators and the voices of clients of financial planners to the global financial planning community's debate about what's needed to establish financial planning as a bona fide profession that puts the interests of clients first."

In addition to Dieters' keynote address, World Financial Planning Summit speakers include:

• Ian Johnston, deputy chief executive and managing director for Dubai Financial Services Authority in the United Arab Emirates;  
• Steven Helmich, financial planning, advice and services director for AMP Financial Services in Australia;
• Dr. Edward H. Chow, professor of finance and director of the investor research center of the College of Commerce at National Chengchi University in Chinese Taipei; and
• Gautam Chikermane, executive business editor for the Hindustan Times in India.

Johnston will tackle the interplay of regulators and the financial planning community in establishing and overseeing the financial planning profession; Helmich will address delivery and channel issues; Chow will address career path and body of knowledge issues; and Chikermane, a prominent journalist and consumer advocate, will speak to public-interest issues.

The speakers will challenge financial planning leaders and invited guests from more than 20 countries to engage in meaningful dialogue about how best to deliver and advance the profession of financial planning worldwide.  

"We will invite 'big-picture' thinking from those attending our summit, but we also seek concrete recommendations about how FPSB can best engage stakeholders in supporting our mission and putting in place the building blocks of a vibrant and valuable global financial planning profession," said Noel Maye, FPSB's CEO.

Video highlights of the event will be available online the day of the summit at WorldFPSummit.org.  Financial services professionals and CFP practitioners are also encouraged to participate in discussions and engage in an online poll via the website.

For more information about FPSB's World Financial Planning Summit, visit WorldFPSummit.org.

About FPSB

Host of the World Financial Planning Summit, 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. Territories where FPSB has a nonprofit member organization include: Australia, Austria, Brazil, Canada, Chinese Taipei, France, Germany, Hong Kong, India, Indonesia, Ireland, Japan, Malaysia, New Zealand, the Netherlands, the People's Republic of China, the Republic of Korea, Singapore, South Africa, Switzerland, Thailand, the United Kingdom and the United States. For more, visit fpsb.org or follow the organization at twitter.com/fpsb or facebook.com/fpsb1.

CFP Certification Global excellence in financial planning^TM

SOURCE Financial Planning Standards Board

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