Overview
What is Financial Planning Standards Board Ltd?
Financial Planning Standards Board Ltd, based in Denver, Colorado, is a nonprofit organization committed to promoting worldwide professional standards in financial planning. Their primary role involves evaluating affiliate organizations that administer their certified financial planner (CFP) programs, ensuring alignment with global knowledge, adherence to financial planning practice standards, organizational stability, and compliance with terms of affiliation agreements. With a team of 12 employees, the Financial Planning Standards Board Ltd aims to uphold and advance global professional standards in financial planning, benefiting the global community.
Official website here: www.fspb.org
Is Financial Planning Standards Board Ltd legitimate?
Financial Planning Standards Board Ltd is a legitimate nonprofit organization registered as a 501(c)(6) entity. Financial Planning Standards Board Ltd submitted a form 990, which is a tax form used by tax-exempt organizations in the U.S., indicating its operational transparency and adherence to regulatory requirements. Donations to this organization are tax deductible.
Heare are some key statistics you may want to consider:
Executive Compensation: $1,231,411
Professional Fundraising Fees: $0
Other Salaries and Wages: $815,107
For more financial information, click here
Official website here: www.fspb.org
What is the mission statement of Financial Planning Standards Board Ltd?
The Financial Planning Standards Board Ltd (FPSB Ltd.) aims to enhance global standards in financial planning by establishing, upholding, and promoting these principles worldwide. Their commitment to excellence is represented through the marks of professional distinction, namely the CFP (Certified Financial Planner) certification. The FPSB Ltd. evaluates its affiliate organizations' administration of its licensed certification programs through the Affiliate Assessment Program. This program assesses four key areas: alignment with the global body of knowledge, compliance with global financial planning practice standards and CFP certification requirements, organizational stability and sustainability, and adherence to terms of affiliation agreements. Regular engagement with affiliates allows FPSB Ltd. to evaluate status and implement recommendations for improvements.
Official website here: www.fspb.org
Who is the CEO of Financial Planning Standards Board Ltd?
Dante De Gori is the Chief Executive Officer of Financial Planning Standards Board Ltd. The CEO's salary of Financial Planning Standards Board Ltd is $119,821 and their total compensation is $141,530.
Official website here: www.fspb.org
What is the revenue of Financial Planning Standards Board Ltd?
Financial Planning Standards Board Ltd's revenue in 2022 was $5,146,339.
Official website here: www.fspb.org
Who are the executives of Financial Planning Standards Board Ltd and what are their salaries?
The average compensation at Financial Planning Standards Board Ltd during 2022 was $170,543. There are 12 employees and 11 volunteers at Financial Planning Standards Board Ltd.
Here are 16 key members and their salaries (Financial Planning Standards Board Ltd's CEO's salary is $119,821 and their total compensation is $141,530):
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- Compensation: $576,389
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- Compensation: $255,533
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- Compensation: $251,872
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- Other: $83,355
- Compensation: $146,226
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- Compensation: $123,665
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- Other: $14,711
- Compensation: $119,821
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- Compensation: $111,227
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- Other: $22,897
- Compensation: $140,154
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- Other: $8,623
Official website here: www.fspb.org
Where can I find the form 990 for Financial Planning Standards Board Ltd?
Financial Planning Standards Board Ltd's most recent form 990 was submitted in 2022 and can be accessed here.
Official website here: www.fspb.org
Learn more at the official website: www.fspb.org
Mission Statement of Financial Planning Standards Board Ltd
Financial Planning Standards Board Ltd, abbreviated as FPSB Ltd., plays a vital role in promoting professional standards worldwide in financial planning. Their mission is to establish, uphold, and advocate for these standards, benefiting the global community as a whole. By doing so, FPSB Ltd. ensures that the Certified Financial Planner (CFP) certification, a mark of professional distinction, is maintained and upheld to the highest level.
The organization's commitment to excellence is evident in their Affiliate Assessment Program. This program evaluates all aspects of affiliate organizations, including their administration of FPSB's licensed certification programs. The assessments address various criteria, such as content alignment with the global body of knowledge, compliance with global financial planning practice standards and CFP certification requirements, organizational stability and sustainability, and adherence to terms of affiliation agreements. This rigorous evaluation process ensures that FPSB's standards are consistently upheld and improved upon. By engaging with affiliates and implementing recommendations for improvements, FPSB Ltd. ensures that their global network of certified financial planners is operating at the highest level of competence and integrity.
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Impact
October, 2024
Financial Planning Standards Board Ltd (FPSB Ltd) plays a pivotal role in enhancing the quality and integrity of financial planning on a global scale. By establishing and promoting professional standards, FPSB Ltd ensures that financial planners adhere to best practices that benefit clients and the broader financial community.
One of the key impacts of FPSB Ltd is its Affiliate Assessment Program, which rigorously evaluates organizations that administer FPSB's licensed certification programs. This program focuses on several critical areas, including the alignment of content with a global body of knowledge, compliance with financial planning practice standards, and the organization’s ability to sustain and deliver the CFP (Certified Financial Planner) certification program. Through these assessments, FPSB Ltd not only reinforces best practices but also helps affiliates improve their operations, fostering a culture of continuous excellence.
Furthermore, by promoting the CFP certification and the associated marks of professional distinction, FPSB Ltd elevates the profile of financial planners who achieve this designation. This recognition enhances consumer trust, ensuring that individuals seeking financial advice have access to qualified professionals equipped with comprehensive knowledge and skills.
Overall, FPSB Ltd's commitment to upholding high standards in financial planning directly contributes to improved financial literacy, ethical practices, and consumer confidence worldwide, thus making a significant positive impact on the global financial planning landscape.
This information is meant to be a general summary of Financial Planning Standards Board Ltd. Please take the time to review official sources before making any decisions based upon the content provided here.
Financials
This financial information is from Propublica.
Other financial information:
This information is from the most recently submitted tax form from this organization, which was in 2022.
- Investment Income: $1,155
- Program Service Revenue: $5,145,184
- Gross Receipts: $5,149,914
Assets and Liabilities:
- Total Assets: $4,677,513
- Total Liabilities: $1,500,732
- Net Assets: $3,176,781
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Programs
Programs are reported by nonprofits in their tax forms and are normally their tax-exempt activities.
AFFILIATE DUES-CFP
Revenue
$3,332,279
DIRECT CERTIFICATION
Revenue
$988,933
AFFILIATE DUES-OTHER
Revenue
$735,880
RESEARCH PARTICIPATION
Revenue
$88,092
Organization Details
Founding Year
2003
Phone
(720) 407-1907Principal Officer
Dante De Gori
Main Address
707 17TH STREET 2925, DENVER, CO, 80202
Website
www.fspb.orgNTEE Category
Code: S46 - Community improvement
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