Organizations Filed Purposes:
FINANCIAL PLANNING STANDARDS BOARD LTD. (FPSB LTD.) BENEFITS THE GLOBAL COMMUNITY BY ESTABLISHING, UPHOLDING AND PROMOTING WORLDWIDE PROFESSIONAL STANDARDS IN FINANCIAL PLANNING. (CONTINUED ON SCHEDULE O)FPSB LTD.'S COMMITTMENT TO EXCELLENCE IS REPRESENTED BY THE MARKS OF PROFESSIONAL DISTINCTION CFP, CERTIFIED FINANCIAL PLANNER.
PROMOTE WORLDWIDE PROFESSIONAL STANDARDS IN FINANCIAL PLANNING.
THE FPSB LTD. ASSESSMENT PROGRAM EVALUATES ALL ASPECTS OF AFFILIATE ORGANIZATIONS' ADMINISTRATION OF THE LICENSED CERTIFICATION PROGRAMS. FPSB LTD.'S ASSESSMENTS OF AFFILIATE ORGANIZATIONS ADDRESSES: 1) THE BUSINESS PRACTICES NECESSARY FOR AFFILIATE ORGANIZATIONS TO BUILD AND SUSTAIN SUCCESSFUL FINANCIAL PLANNING CERTIFICATION PROGRAMS; AND 2) THE PROCESSES NECESSARY FOR AFFILIATE ORGANIZATIONS TO ADMINISTER THE LICENSED CERTIFICATION PROGRAMS AND ENSURE PROFESSIONALS MAINTAIN CERTIFICATION STANDARDS.
FPSB LTD. REGULARLY CONVENES CALLS AND MEETINGS, INCLUDING ANNUAL GLOBAL MEETING, AT WHICH LEADERSHIP FROM FPSB LTD. AND AFFILIATE ORGANIZATIONS CONDUCT THE BUSINESS OF FPSB LTD. LEADERS MEET TO DISCUSS STRATEGIES FOR ESTABLISHING THE FINANCIAL PLANNING PROFESSION INCLUDING SETTING WORLDWIDE PROFESSIONAL STANDARDS AND DEVELOPING THE BODY OF KNOWLEDGE IN FINANCIAL PLANNING. AFFILIATE ORGANIZATIONS ARE ALSO ABLE TO BUILD THE PROFESSION WITHIN THEIR TERRITORIES BY NETWORKING AND LEARNING FROM EACH OTHER.
FPSB LTD. OFFERS FINANCIAL PLANNING EDUCATION AND CERTIFICATION PROGRAMS DIRECTLY IN CERTAIN TERRITORIES TO BUILD THE GLOBAL FINANCIAL PLANNING PROFESSION. FPSB WILL DELIVER THESE PROGRAMS TO INCREASE FINANCIAL LITERACY, EDUCATE PROFESSIONALS ON THE COMPONENTS OF COMPREHENSIVE FINANCIAL PLANNING AND ESTABLISH A PATHWAY OPPORTUNITY FOR THOSE PROFESSIONALS TO ACHIEVE CFP CERTIFICATION AND PRACTICE COMPREHENSIVE FINANCIAL PLANNING.
Executives Listed on Filing
Total Salary includes financial earnings, benefits, and all related organization earnings listed on tax filing
| Name | Title | Hours Per Week | Total Salary |
|---|
| Noel Maye | CHIEF EXECUTIVE OFFICER | 40 | $443,954 |
| Eric Cauble | CHIEF OPERATING OFFICER | 40 | $259,277 |
| Christine Searls | CHIEF LEGAL OFFICER | 40 | $246,666 |
| Kieran Rooney | DIRECTOR OF STANDARDS & CERTIFICATION | 40 | $172,978 |
| Jd Mccartney | CHIEF COMMUNICATIONS OFFICER | 40 | $119,112 |
| Carrie Critchlow | EXECUTIVE ASSISTANT TO CEO | 40 | $117,489 |
| Tanya Dahlen | PARALEGAL | 40 | $116,043 |
| Jeff Farrar | MEMBER (THRU 4/20) | 2 | $0 |
| Andrea Middel | MEMBER | 2 | $0 |
| Adam Samuel | MEMBER (THRU 4/20) | 2 | $0 |
| Ana Claudia Utumi | MEMBER | 2 | $0 |
| Kimmis Pun | MEMBER | 2 | $0 |
| Malcom Rodgers | MEMBER (THRU 4/20) | 2 | $0 |
| Nancy Kistner | MEMBER | 2 | $0 |
| Garry Muriwai | CHAIRPERSON-ELECT | 3 | $0 |
| Gerhardt Meyer | CHAIRPERSON | 3 | $0 |
Data for this page was sourced from XML published by IRS (
public 990 form dataset) from:
https://s3.amazonaws.com/irs-form-990/202141909349301504_public.xml