FPSB Korea | Our Organization

Established in 2004, FPSB Korea is a non-profit organization with the objective of contributing to the development of the financial industry, as well as to the stability and improvement of people’s lives, by cultivating integrated financial planning professionals in the area of individual finance. It is also a regular member of FPSB International, actively pursuing international exchanges and cooperation with FPSB International members operating in 26 countries worldwide for the operation of the CFP certification program and the development of individual financial planning services.

Contributing to the development of the financial industry and the increased profitability of financial consumers, FPSB Korea is now training more than 39 thousand excellent individual financial planners with the level of professionalism and ethical mindset accorded by the international standards developed by the USA’s CFP Board and FPSB International It is also working toward developing an educational program along with the required teaching materials, and fostering the various financial professionals required by the market and financial consumers.

Mission : As a non-profit organization validating the international standards for financial planning certification, we are studying and developing the FP system along with the required educational programs. Moreover, by fostering various financial professionals required by the market and its financial consumers, we are contributing to the development of the financial industry and to the improvement of the economic lives of our citizens.

2000. 04	Establishment of Korea Financial Planner Association
2000. 05	Joined the International CFP Council
2000. 06	Contract concluded with USA CFP-BOARD for business tie-up
2000. 12	Appointed as Korea’s organizing institute (Technology Standards Council) od ISO/TC222 (financial planning area)
2001. 01	AFPK® textbook published
2001. 02	“Finance Big Bang and Financial Planner” (author: Yoon Byung-Cheol, Chairman) published
2001. 03	Held FP seminar with the Ministry of Commerce, Industry, and Energy
2001. 04	Started the first AFPK® certification examination
2002. 04	Participated in ISO general meeting (Japan)
2002. 05	CFP® textbook published
2002. 10	Started the first CFP® certification examination
2003. 03	“Wealth management” (author: Herald Evanski) published
2003. 04	Participated in ISO general meeting (Australia)
2004. 01	FPSB Korea established (spun off from KFPA)
2004. 02	Participated in ISO general meeting (Malaysia)
2004. 02	Overall revision of AFPK® textbook
2004. 03	Overall revision of CFP® textbook
2004. 04	Participated in the International CFP Council Meeting (FPSB Council Meeting)
2004. 07	Held a special seminar for a financial planning business strategy (seminar for overseas independent financial planners)
2004. 10	Participated in the International CFP Council Meeting (FPSB Council Meeting)
2004. 10	Held the financial planners’ forum (member’s autonomous institute)
2004. 12	Received the <Excellent Financial Planner> award
2005. 11	Held and supported the 2005 FP Conference
2006. 12	Held and supported the 2006 FP Conference
2007. 11	Held and supported the 2007 FP Conference
2008. 11	Held and supported the 2008 FP Conference
2009. 12	Held and supported the 2009 FP Conference
2010. 01	Celebrated 10th Anniversary of Introduction of Financial Planning in Korea
2010. 10	Held FPSB Council Meeting in Seoul
2010. 12	Held and supported the 2010 FP Conference
2011. 12	Held and supported the 2011 FP Conference
2012. 02	CFP® executed for a total of 20 times to date
2012. 02	AFPK® executed for a total of 44 times to date
2012. 12	Held and supported the 2012 FP Conference
2013. 11	Held and supported the 2013 FP Conference
2014. 11	Held and supported the 2014 FP Conference
2015. 12	Held and supported the 2015 FP Conference
2016. 12	Held and supported the 2016 FP Conference
2017. 05	CFP® executed for a total of 31 times to date
2017. 05	AFPK® executed for a total of 65 times to date
Final update: 2017. 05. 31

Message from the Chairman
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