FPSB Italy, associated with the Financial Planning Standards Board Ltd. (the body that defines the standards for financial planning at a global level), announces its collaboration with some companies in the financial sector in the development of the CFP® (Certified Financial Planner) certification in Italy. It’s about Vanguard, VanEck, Xtrackers by DWS And Amundi.
These companies will actively collaborate with FPSB Italia to raise savers’ awareness of the importance of financial planning and the added value of the CFP® certification, recognized globally as the symbol of excellence in the sector. There are over 223,700 CFP® certified professionals worldwide.
The collaboration between FPSB Italia and these industry leaders is based on the shared commitment to promote certified planning as an essential tool for individual and family well-being. Educational programs, events and initiatives will be developed that aim to spread the culture of financial planning which (as also demonstrated by the latest global research by FPSB Ltd.) contributes to the improvement of financial well-being and mental tranquility, to an increase
confidence in the decision-making process and a greater ability to understand and manage heritage issues.
Antonio Soldi, President of FPSB Italia, states: “We are thrilled to collaborate with leading companies in the financial sector. Their expertise is important to our goal of raising the standards of financial planning in Italy. This partnership allows us to reinforce the message that effective and certified financial planning is fundamental to the long-term economic security of families.”
Simone Rosti of Vanguard: “We are very proud to support as a founding partner the birth of the Certified Financial Planner certification in Italy, in the wake of what we already do in other foreign markets such as the United States and Germany. At Vanguard we believe it is crucial to invest in raising the professional skills of consultants according to the most recognized international category standards. Vanguard’s investment philosophy, based on a low-cost approach and prospects
long-term, is instrumental to high-quality financial planning.”
