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Financial Planning Standards Board elects Cary List as 2018 Council Chairperson

By The IJ Staff | November 22 2017 09:45AM

Cary List

Members of the Financial Planning Standards Board (FPSB) Council have elected Cary List as the 2018 FPSB Council Chairperson. The FPSB is a global professional standards-setting organization for financial planning. List is President and CEO of Canada’s Financial Planning Standards Council (FPSC).

In addition to setting standards, the FPSB is the owner of the Certified Financial Planner® certification program outside the United States. The FPSB Council is an advisory and consultative body to FPSB’s Board of Directors and is made up of delegates from each of FPSB’s member organizations globally, including FPSC.

Most disruptive time in history

“The financial services industry worldwide is facing its most disruptive time in history,” said Cary List in a Nov. 21 announcement. “With the advent of fintech and higher regulatory standards for advice, this creates tremendous opportunity for CFP certification and the FPSB network to solidify their place as the global leaders in serving consumers worldwide with ethical, relevant advice to help them enhance their financial health. My goal in 2018 is that the FPSB network continues to enhance its work as a strong collective voice in being a trusted resource for government, regulators and consumers alike.”

Shaping the global future of financial plannning

“Cary has been actively involved in shaping the global future of the financial planning profession since FPSB’s inception,” said Noel Maye, FPSB CEO. “As the leader of FPSB’s fourth-largest member organization, Cary will bring a wealth of knowledge and experience to the FPSB network and will be an excellent resource for those who are establishing the CFP certification program in other territories throughout the world.”

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