The international body managing standards of the certified financial planner is looking to implement a future regime based on competency skills.
In a video interview with Nick Cann of the Institute for Financial Planning, Noel Maye, ceo of the Financial Planning Standards Board – the body which sets the international standards CFP affiliates and members must meet – says the committee is looking at creating greater standardisation of the global CFP programme and defining the competencies of financial planning, so certificate holders can move across borders and only need a country-specific ‘top-up’. “We’re really looking to move away from a knowledge-base to a competency base so there will be this consistent level of activity on the ...
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