Le réseau international


A l'heure où le besoin de conseil en gestion de patrimoine augmente partout dans le monde,au delà des organisations nationales actuelles énumérées ci-dessous, des organisations demandent à devenir membres du Conseil international FPSB en Europe (Grèce, Pays Bas, Roumanie, Pologne, Hongrie .......), en Asie, aux Moyen Orient et Amérique du Sud recherchant dans la certification CFP les fondements du professionnalisme.

CFP représente la marque d'excellence reconnue mondialement et seule cette certification leur apporte l'expertise, la reconnaissance et l'expérience de 105 000 professionnels certifiés.


CFP Board of Standards

Certified Financial Planners Board of Standards, inc.

1670 Broadway, Suite 600
Denver, CO 80202-4809
P: 303-830-7500
F: 303-860-7388
mail@CFP-Board.org
www.cfp.net


Membres Associés de FPSB

Belgique

Association Belge des Conseillers en Planification Globale de Patrimoine
c/o MeesPierson, Fortis Private Banking
Avenue de Tervuren 270
B-1150 Brussels, +32 2 565 92 24
+32 2 565 92 02
gerald.callebaut@be.meespierson.com


Bermudes

Financial Planning Association Bermuda
P.O. Box HM 435
Hamilton, Bermuda +1 (441) 295-1330
+1 (441) 292-9471
info@fpab.bm
www.fpab.bm

Members of FPSB


Financial Planning Association of Australia Limited (FPA)
Level 4, 75 Castlereagh Street, Sydney NSW 2000, Australia
Tel: +61 02 9220 4500
Fax: +61 02 9220 4582
E-mail: fpa@fpa.asn.au

FPA was founded in 1992 by merger of the International Association for Financial Planning and the Australian Society of Investment and Financial Advisors Limited and is the only professional body for financial planners in Australia. FPA develop professional, compliance and ethical standards for CFP professionals, and represents members’ interests with legislators, regulators and consumer bodies.


Österreichischer Verband Financial Planners (Austrian Financial Planners (AFP))
c/o BWG, Esslinggasse 17/5, 1010 Vienna, Austria
Tel: +431-533-5050
Fax: +431-533-5033
E-mail: afp@bwg.at

Established in 2000, the AFP is a nonprofit, professional regulatory organization, which is supported by the whole financial services industry in Austria, including banking, insurance, independent financial consultants as well as the legal profession and academics.

Instituto Brasileiro de Certificação de Profissionais Financeiros (IBCPF)
Av. Brigadeiro Faria Lima, 2179, 2nd Floor, 01454-001, Sao Paulo, Brazil
Tel: +55-11-3471-4200
Fax: +55-11-3471-4230
E-mail: ricardonardini@anbid.com.br

A nonprofit private entity, IBCPF was founded in May 2000. The mission of IBCPF is to promote the highest professional and ethical standards in the field of financial planning for individuals, contributing towards the attainment of individual financial and financial planning goals.

Financial Planners Standards Council (FPSC)
902-375 University Avenue, Toronto, Ontario M5G 2J5 Canada
Tel: +1-416-593-8587
Fax: +1-416-593-6903
E-mail: inform@cfp-ca.org

Incorporated on November 10, 1995, FPSC is a not-for-profit organization that benefits the public by leading the evolution of the financial planning profession in Canada through the development, enforcement and promotion of the highest competency and ethical standards in financial planning as defined by individuals who have earned the Certified Financial Planner certification. FPSC is supported by: The Financial Advisors Association of Canada (Advocis); The Canadian Institute of Chartered Accountants; The Canadian Institute of Financial Planning; Certified General Accountants Association of Canada; Certified Management Accountants of Canada; and Credit Union Institute of Canada.

Financial Planning Standards Council of China (FPSCC)
Suite 328, Office Tower, Beijing Capital Times Square
88 West Chang'An Avenue, Beijing, P.R. China 100031
Tel: +86-10-8391-5099
Fax: +86-10-8391-5170
E-mail: admin@fpscc.cn

FPSCC was established on September 1st, 2004. The mission of FPCC is to establish, uphold and maintain practice standards and code of ethics in the field of financial planning; to accredit and authorize educational institutes to offer professional training; to organize and operate uniform professional certification examination; to license certificates to eligible professionals; and to offer re-education and re-certification to certificants so that the public values, has access to and benefits from competent and ethical financial planning.

Financial Planning Association of Taiwan (FPAT)
1306 room, 13th floor, No. 88, Sec. 2, Chung Hsiao E. Road Taipei 100, Chinese Taipei
Tel: +886 (2) 2396-5698
Fax: +886 2 2396 5606

FPAT is a nonprofit organization formed, with approval from the Ministry of Internal Affairs, by a group of quasi-government organization, leading educational institutes in financial services training and education, leading global and local financial services companies, and leading financial services industry executives and professionals to enhance the professional standards of financial planning practitioners and educate the public about the importance of personal financial planning.

Association Francaise des Conseils en Gestion de Patrimoine Certifiés (CGPC)
5 rue Tronchet, 75008 Paris, France
Tel : 01 40 06 08 08
Fax : 01 40 06 96 23
E-mail: info@cgpc.net

CGPC was founded in 1997 as an independent national association and certification body for financial planning in France. CGPC is dedicated to raising standards of financial planning, raising consumer awareness of the value of financial planning services and promoting its membership as the most qualified and reliable financial planners in France.

Financial Planning Standards Board Deutschland e.V. (FPSB Deutschland)
Eschersheimer Landstrasse 18, 60322 Frankfurt am Main, Germany
Tel: +49 69 9055-0866
Fax: +49 69 9055-0870
E-mail: info@fpsb.de

FPSB Deutschland e.V. was founded as DEVFP in October 1997 to license financial service practitioners at the highest internationally recognized standard to protect the public. FPSB Deutschland develops and supervises quality standards for professional training and education, qualification requirements, and ethical and practice standards for CFP professionals in Germany.

The Institute of Financial Planners of Hong Kong (IFPHK)
Unit 2601, Bank of East Asia Harbour View Centre, 56 Gloucester Road, Wanchai, Hong Kong
Tel: 2982 7888
Fax: 2982 7777
E-mail: info@ifphk.org

A non-profit self-regulatory organization set up in June 2000, IFPHK fosters professional standards in personal financial planning to benefit the public and is the sole licensing body in Hong Kong authorized by the Financial Planning Standards Board Ltd. (FPSB) to grant the CFP certification to qualified financial planning professionals in Hong Kong and Macau. It is committed to promote the CFP designation as the highest level of competence in the financial planning profession in Hong Kong.

Financial Planning Standards Board India (FPSB India)
312, III Floor, Turf Estate, Off. Dr. E Moses Road, Mahalaxmi, Mumbai 400 011, India
Tel: +91 22 66663268
Fax: +91 22 66663269
E-mail: info@fpsbindia.org

FPSB India is a professional membership and certification/standards setting body, established by prominent financial service corporations with an objective to professionalize the concept of financial planning by guiding the development and promotion of standards for financial planning professionals to benefit and protect the public in India. FPSB India is committed to maintaining high standards of technical competence, fair dealing and integrity among its members. FPSB India works with Regulators, Industries/Associations, Corporations, Media and the public to achieve its objectives.

FPSB Indonesia (FPSB Indonesia)
Jalan Haji Nawi, Rubo Galeri No. 9R, South Jakarta, Indonesia
Tel: +62 21 548 4870
Fax: +62 21 548 4570
E-mail: td.santoso@fpsbindonesia.org

FPSB Indonesia is a nonprofit foundation facilitated, founded and funded by Financial Planning Association Indonesia (FPAI) and Institute Financial Planning Indonesia (IFPI) to affiliate with FPSB and administer the CFP certification program to benefit consumers and establish financial planning as a profession in Indonesia.

Japan Association for Financial Planners (JAFP)
5F Toranomon Towers Office, 4-1-28 Toranomon, Minato-ku,
Tokyo, Japan 105-0001
Tel: +81-3-5403-9700
Fax: +81-3-5403-9701
E-mail: info@jafp.or.jp

A membership and certification/standards-setting body, JAFP was established in November 1987, and introduced CFP certification to Japan in May 1992. JAFP’s purpose is to promote financial planning to the general public and foster financial planners as financial planning professionals.

Financial Planning Association of Malaysia (FPAM)
Lot 16-02, 16th Floor, Block B, HP Towers No.12 Jalan Gelenggang, Bukit Damansara 50490 Kuala Lumpur, Malaysia
Tel: +6 03 - 2095 7713
Fax: +6 03 - 2095 7719
E-mail: info@fpam.org.my

Formed on 13 December 1999, FPAM is a non-profit organization with a mission to raise the standards of competency and ethical practice of qualified financial planners in Malaysia and to educate the public on the benefits of financial planning. FPAM is represented by a group of corporate and professional individuals representing diverse financial services industries such as insurance, unit trusts, banking, legal services, stockbroking, accounting services and asset management.

Institute of Financial Advisers (IFA)
Level 9, Willbank House, 57 Willis St, Wellington New Zealand
Tel: +64 4 499 8062
Fax: +64 4 499 8064
E-mail: info@ifa.org.nz

IFA (formerly FPIA) is the professional body representing financial planners, investment advisers and insurance advisers in New Zealand. Members are required to meet standards of education, experience, examination and ethics. IFA awards the CERTIFIED FINANCIAL PLANNER certification and Chartered Life Underwriter designation to members upon qualification.

Financial Planning Standards Board Korea (FPSB Korea)
17th Floor, 17th Fl. Seongji Bldg., Dowha 2-dong Mapo-gu Seoul 121-743, Republic of Korea
Tel: +82-2-3276-7605
Fax: +82-2-3276-7620
E-mail: webmaster@fpsbkorea.org

FPSB Korea is the certification and standards-setting body for CFP certification in the Repbulic of Korea, whose mission is to improve the professionalism of the financial services industry and benefit and protect the public and improving Korean citizens’ living standards.

Financial Planning Association of Singapore (FPAS)
62A Tras Street, Singapore 079001
Tel: (65) 6372 1030
Fax : (65) 6372 0121
E-mail: fpas@fpas.org.sg

Established on 01 December 1998, the Financial Planning Association of Singapore (FPAS) is a non-profit professional association dedicated to developing and promoting an industry providing unbiased financial advice to the Singaporean public. Since its inception, FPAS has received overwhelming support from many of the largest financial institutions in Singapore.

Financial Planning Institute of South Africa (FPI)
Palms Office Court, Ground Floor, West Wing, Weltevredenpark, Kudu Street, 1715 Allen’s Nek, South Africa
Tel: +27-11-475-1149
E-mail: hannah@fpimail.co.za

FPI is the leading, independent representative body of professional financial planners that ensures South Africans have access to and value competent financial planning. FPI was originally formed in 1982 as the Institute of Life and Pension Advisors (ILPA) to improve levels of professionalism. Many top financial institutions have adopted The Financial Planning Institute as an independent standards partner and members include both general practitioners and specialists in particular branches of financial planning.

Swiss Financial Planners Organization (SFPO)
Münzgraben 6, Postfach, 3000 Bern 7, Switzerland
Tel: 41 31 326 27 30
Fax: 41 31 326 27 31
E-mail: info@sfpo.ch

The SFPO is a credentialing, licensing, standards-setting and disciplinary body whose mission is to benefit and protect the public by: setting the qualification for initial professional certification; protecting the CFP certification mark and the service marks CERTIFIED FINANCIAL PLANNER™ and CFP® in Switzerland; enhancing the professionalism of those engaged in the exercise and pursuit of personal financial planning; informing the public about ongoing national and international financial planning issues; and lobbying governmental entities in the field of financial planning.

The Institute of Financial Planning (IFP)
Whitefriars Centre, Lewins Mead, Bristol. BS1 2NT England
Tel: (0117) 945 2470
Fax: (0117) 929 2214
E-mail: enquiries@financialplanning.org.uk

Formed in 1986 as a non-profitable company, the IFP is a professional body of those committed to the development of the multi-discipline profession of financial planning. IFP’s mission is to develop and promote the profession of financial planning to the general public and to people involved in providing advice and guidance to clients to most effectively fulfill clients’ financial and lifestyle objectives. IFP works with members of the public, financial planners and IFP members to achieve recognition for the financial planning profession in the UK.

Certified Financial Planner Board of Standards, Inc. (CFP Board)
1425 K Street NW, Suite 500, Washington, DC., 20005 United States
Tel: +1 (202) 379-2280
Fax:
E-mail: mail@CFPBoard.org

The mission of Certified Financial Planner Board of Standards, Inc. is to help people benefit from competent, professional and ethical financial planning. CFP Board owns the certification marks CFP® , CERTIFIED FINANCIAL PLANNER, and CFP (with flame logo) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements. CFP Board currently authorizes more than 56,000 individuals to use these marks in the United States.

FPSB Associates
Thai Financial Planners Association (TFPA)
The Stock Exchange of Thailand Building, 62 Ratchadaphisek Road, Klongtoey, Bangkok 10110, Thailand
Tel:
Fax:
E-mail:

The Thai Financial Planners Association (TFPA) aims to be a nonprofit regulatory organization that will set up high professional standards and an ethical framework for financial planning practitioners in Thailand. The organization has been established as an association, under the Ministry of Commerce, through the collaboration of The Stock Exchange of Thailand (SET) and the Thai Financial Planners Club (The Club).

Register Masters in Financial Planning (RMFP)
Albert Schweitzerlaan 27, 1902 EE Castricum, The Netherlands
Tel: +31 (251)671 420
Fax: +31 (251)671 492
E-mail: info@registermfp.nl


The Stichting Register Masters in Financial Planning (RMFP) is a nonprofit association that manages certification for financial planning to benefit and protect the Dutch community by establishing, upholding and promoting professional standards in personal financial planning. RMFP’s commitment to excellence is represented by the CFP marks and the mark RMFP. Stichting RMFP raises public interest in financial planning, promotes the financial planning profession, provides information about the high standards of competence, expertise and integrity of financial planners in the Netherlands, and prevents use of RMFP’s trademark by unauthorized persons and organizations.


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