JAFP's International Activities
CFP® certification is a globally recognized credential for financial planners, and is currently certified in 24 countries and regions. JAFP maintains communication with other foreign organizations, exchange information, support countries that are about to introduce CFP® certification or other financial planning certification, and works together to increase the global awareness of financial planning and to develop and promote the quality of financial planning credentials in the international community.
Networking with Other Financial Planning Associations
Standards Board Ltd.
- FPSB China（China）
- FPAT（Chinese Taipei）
- FPSB Deutschland（Germany）
- IFPHK（Hong Kong）
- FPSB India（India）
- FPSB Indonesia（Indonesia）
- FPSB Ireland（Ireland）
- FPSB Nederland（Netheriands）
- IFA（New Zealand）
- FPSB Korea（Republic of Korea）
- FPI（South Africa）
- CISI（United Kingdom）
- CFP Board（United States）
Financial Planning Standards Board Ltd. (FPSB)
Financial Planning Standards Board Ltd. (FPSB), established in October 2004, is a nonprofit association that manages, develops and operates certification, education and related programs for financial planning organizations so that they may benefit and protect the global community by establishing, upholding and promoting worldwide professional standards in financial planning. FPSB's commitment to excellence is represented by the marks of professional distinction – CFP®, CERTIFIED FINANCIAL PLANNER® and FPSB works in conjunction with its members to develop and promote rigorous international competency, ethics and practice standards for CFP professionals in member territories to ensure that consumers looking for qualified financial planners understand and value CFP certification.
Based on the needs of consumers of financial planning, FPSB is committed to working through its member network, currently consists of 24 members, to establish relationships with regulators, consumer advocates, educators, employers, trade associations and other standards-setting bodies so that financial planning can emerge as a distinct globally-recognized profession that will benefit the global community.
Financial Planning Association of Australia (FPA)
Osterreichischer Verband Financial Planners (Austrian Financial Planners - AFP)
Planejar Associao Brasileira de Planejadores Financeiros (PLANEJAR)
Financial Planning Standards Council (FPSC)
Financial Planning Standards Board China (FPSB China)
Financial Planning Association of Taiwan (FPAT)
Asociacion Colombiana de Planeacion Financiera (ACPF)
Association Francaise des Conseils en Gestion de Patrimoine Certifies (CGPC)
Financial Planning Standards Board Deutschland (FPSB Deutschland)
Institute of Financial Planners of Hong Kong (IFPHK)
Financial Planning Standards Board India (FPSB India)
Financial Planning Standards Board Indonesia (FPSB Indonesia)
Financial Planning Standards Board Ireland (FPSB Ireland)
Japan Association for Financial Planners (JAFP)
Financial Planning Association of Malaysia (FPAM)
Financial Planning Standards Board Nederland (FPSB Nederland)
Institute of Financial Advisers (IFA)
Republic of Korea
Financial Planning Standards Board Korea (FPSB Korea)
Financial Planning Association of Singapore (FPAS)
Financial Planning Institute of Southern Africa (FPI)
Swiss Financial Planners Organization (SFPO)
Thai Financial Planners Association (TFPA)
CISI : Chartered Institute for Securities & Investment
Certified Financial Planner Board of Standards (CFP Board)
Union of Financial Planners in Israel (UFPI)
Finansal Planlama Dernegi(FPD)
FPA (United States)
Financial Planning Association
International Association for Financial Planning (IAFP) was founded in 1969 as a financial planning industry organization. Institute of Certified Financial Planner (ICFP) was founded in 1973 to establish the financial planning profession, and to maintain and promote the CFP® certification. On January 1, 2000, the two organizations had merged and the current Financial Planning Association® (FPA®) was established.
FPA is the largest membership organization for CFP® professionals in the U.S. and also includes members who support the financial planning process such as educators, financial services professionals, students and more. Working in alliance with academic leaders, legislative and regulatory bodies, financial services firms and consumer interest organizations, FPA helps connect all in its membership through a variety of unique and compelling ways. FPA members adhere to the highest standards of professional competence, ethical conduct and clear, complete disclosure to those they serve. FPA is compensation neutral and represents those from diverse backgrounds and business models. FPA's unique network of nationwide chapters encourage professional development and networking on a local level.
NEFE (United States)
National Endowment for Financial Education
The National Endowment for Financial Education® (NEFE®) is the leading private nonprofit national foundation. In 1992, NEFE evolved from the College for Financial Planning®, a Denver-based nonprofit that served as the nation’s first financial-planning educational institution. The College helped define the concept of financial planning and established the CFP® certification in 1972. As the College grew, diversified, and advanced its interaction with the public, its trustees and management recognized a critical need for ongoing financial educational efforts that could provide reliable, impartial financial information to consumers, particularly the underserved. To meet that need, the trustees created the National Endowment in 1997.
Grounded in the belief that regardless of background or income level, financially informed individuals are better able to take control of their circumstances, improve their quality of life, and ensure a more stable future for themselves and their families, NEFE’s mission is to inspire educated financial decision making for individuals and families through every stage of life.