The Financial Planning Standards Board has released its 2025 Annual Report, summarizing work by FPSB and its global network to develop the financial planning profession through standards, certification, research, regulatory engagement and public awareness. The report says the global Certified Financial Planner community reached 236,300 across 29 territories, with more than 32,500 candidates sitting CFP certification exams worldwide in 2025. It also points to changing demographics among new certificants, with 62.1% under age 40 and 37.9% female. Beyond certification growth, the report highlights FPSB’s research on artificial intelligence in financial planning, based on input from more than 6,200 financial planners, which found AI is improving efficiency, client service and access to financial planning. It also notes that updated FPSB Global Financial Planning Standards took effect on 1 January 2025, alongside educational guidance on the psychology of financial planning. Other activities covered include engagement with regulators including the International Organization of Securities Commissions, and public outreach through the ninth annual World Financial Planning Day in 22 territories.
Financial Standards Planning Board2026-07-01
Financial Planning Standards Board releases 2025 annual report highlighting 236300 CFP professionals and updated global standards
The Financial Planning Standards Board’s 2025 Annual Report says the global CFP professional community reached 236,300 across 29 territories, with more than 32,500 exam candidates in 2025. It also highlights AI research based on more than 6,200 planners and the implementation of updated global financial planning standards from 1 January 2025. Regulatory engagement and public awareness campaigns were also part of the year’s activity.