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Insights

Global CFP Network FPSB operates an international CFP certification program across 28 territories with a large professional base (over 223,000 CFP professionals), presenting a broad potential market for partner training, exam prep, and continuing education collaborations.

Strategic Partnerships Recent MoUs and executive education initiatives with IIM Raipur and IIM Ranchi, along with FPSB India leadership changes, indicate openness to co-branded programs, industry-relevant curricula, and scalable regional growth opportunities.

Expansion Signals New CEO appointment and headcount growth plus active recruitment signals a scale-up phase, suggesting readiness for enhanced services such as enterprise training, certification renewals, and digital learning deployments.

Digital & Tech Stack Utilization of cloud and web technologies (AWS, WordPress, OneTrust, Shopify, SendGrid, Microsoft 365) indicates potential for selling compliance, security, and marketing tech integration, as well as LMS or certification platform enhancements.

Revenue & Growth Revenue range of 25–50 million placements FPSB as a mid-market nonprofit with significant global reach, presenting opportunities for value-added services, premium certifications, and regional training partnerships with a focus on scalability.

Similar companies to Financial Planning Standards Board Ltd.

Financial Planning Standards Board Ltd. Tech Stack

Financial Planning Standards Board Ltd. uses 8 technology products and services including Microsoft Clarity, Amazon Web Services, WordPress, and more. Explore Financial Planning Standards Board Ltd.'s tech stack below.

Media & News

Financial Planning Standards Board Ltd.'s Email Address Formats

Financial Planning Standards Board Ltd. uses at least 4 email formats:
Financial Planning Standards Board Ltd. Email FormatsExamplePercentage
FLast@fpsb.orgJDoe@fpsb.org
86%
Last@fpsb.orgDoe@fpsb.org
6%
First@fpsb.orgJohn@fpsb.org
5%
FiLast@fpsb.orgJoDoe@fpsb.org
3%

Frequently Asked Questions

What is Financial Planning Standards Board Ltd.'s phone number?

Minus sign iconPlus sign icon You can contact Financial Planning Standards Board Ltd.'s main corporate office by phone at
+1-720-407-****
. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Financial Planning Standards Board Ltd.'s official website and social media links?

Minus sign iconPlus sign iconFinancial Planning Standards Board Ltd.'s official website is fpsb.org and has social profiles on LinkedIn.

How much revenue does Financial Planning Standards Board Ltd. generate?

Minus sign iconPlus sign icon As of November 2026, Financial Planning Standards Board Ltd.'s annual revenue is estimated to be $25M - $50M.

What is Financial Planning Standards Board Ltd.'s NAICS code?

Minus sign iconPlus sign iconFinancial Planning Standards Board Ltd.'s NAICS code is 52 - Finance and Insurance.

How many employees does Financial Planning Standards Board Ltd. have currently?

Minus sign iconPlus sign iconAs of November 2026, Financial Planning Standards Board Ltd. has approximately 60 employees across 6 continents, including North America, Europe and Asia. Key team members include Chief Executive Officer: D. G., Chief Executives Committee: N. H. and Chief Professionalism Officer: P. G. Explore Financial Planning Standards Board Ltd.'s employee directory with LeadIQ.

What industry does Financial Planning Standards Board Ltd. belong to?

Minus sign iconPlus sign iconFinancial Planning Standards Board Ltd. operates in the Financial Services industry.

What technology does Financial Planning Standards Board Ltd. use?

Minus sign iconPlus sign iconFinancial Planning Standards Board Ltd.'s tech stack includes Microsoft Clarity, Amazon Web Services, WordPress, OneTrust, Shopify, Microsoft 365, SendGrid and Really Simple Discovery.

What is Financial Planning Standards Board Ltd.'s email format?

Minus sign iconPlus sign iconFinancial Planning Standards Board Ltd.'s email format typically follows the pattern of FLast@fpsb.org. Find more Financial Planning Standards Board Ltd. email formats with LeadIQ.

When was Financial Planning Standards Board Ltd. founded?

Minus sign iconPlus sign iconFinancial Planning Standards Board Ltd. was founded in 2004.
Financial Planning Standards Board Ltd. logo

Financial Planning Standards Board Ltd.

Financial ServicesColorado, United States51-200 Employees

Financial Planning Standards Board Ltd. (FPSB) operates as a global standards-setting and certification organization for the financial planning profession. It develops and manages certification, education, and related programs to promote universal professional standards, and it owns internationally recognized marks such as CFP, CERTIFIED FINANCIAL PLANNER, and the CFP Logo Mark. FPSB operates through a worldwide network that certifies CFP professionals across 28 territories, serving a broad base of practitioners in markets including North America, Europe, Asia, and the Pacific, with more than 223,000 CFP professionals globally. Based in Denver, Colorado, FPSB coordinates with national and regional bodies to uphold professional standards and support ongoing professional development within the financial planning industry.

Section iconCompany Overview

Phone number
+1-720-407-****
Website
fpsb.org
NAICS Code
52 - Finance and Insurance
Founded
2004
Employees
51-200

Section iconMedia & News

Section iconFunding & Financials

  • $25M - $50M

    Financial Planning Standards Board Ltd.'s revenue is estimated to be in the range of $25M - $50M

Company Leadership

  • Chief Executive Officer at Financial Planning Standards Board Ltd.
    D. G.
    Chief Executive Officer
    Mobile Phone
  • Chief Executives Committee at Financial Planning Standards Board Ltd.
    N. H.
    Chief Executives Committee
    Mobile Phone
  • Chief Professionalism Officer at Financial Planning Standards Board Ltd.
    P. G.
    Chief Professionalism Officer
    Mobile Phone
  • President at Financial Planning Standards Board Ltd.
    J. C.
    President
    Mobile Phone
  • Non Executive Director at Financial Planning Standards Board Ltd.
    A. R. L.
    Non Executive Director
    Mobile Phone

Employee Directory

  • Non Executive Director at Financial Planning Standards Board Ltd.
    B. W.
    Non Executive Director
    Mobile Phone
  • Senior Director Of Marketing And Communications at Financial Planning Standards Board Ltd.
    E. M.
    Senior Director Of Marketing And Communications
    Mobile Phone
  • Director Of New Program Development at Financial Planning Standards Board Ltd.
    D. E.
    Director Of New Program Development
    Mobile Phone
  • Director Of Stakeholder Engagement at Financial Planning Standards Board Ltd.
    K. H.
    Director Of Stakeholder Engagement
    Mobile Phone
  • Operations Manager at Financial Planning Standards Board Ltd.
    B. Z.
    Operations Manager
    Mobile Phone

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