At its semiannual meeting in Tokyo in October, the Financial Planning Standards Board Ltd. (FPSB), the global body responsible for international Certified Financial Planner certification outside the US, named three individuals to serve four-year terms on its board of directors, starting on 1 April 2016.

The individuals are: Barry Horner, CFP, CEO of U.K.-based Paradigm Norton, a former President of the IFP who has been involved with the FPSB for a number of years; Gerhardt Meyer, CFP, legal executive and head of governance at Old Mutual in Cape Town, South Africa and Malcolm Rodgers, former executive director of the Australian Securities and Investments Commission (ASIC).

The appointments are seen as a strengthening of the board as the FPSB targets a total of 250,000 CFP certified Financial Planners by 2025. There are currently just under 160,000 worldwide.

Steve Helmich, FPSB board chairman, said: “All three of FPSB’s new board members bring solid expertise and experience that will help guide FPSB’s strategy for the next decade.”

“Barry, Gerhardt and Malcom have skills that complement those of existing FPSB board members, and will strengthen FPSB’s ability to further engage regulators and legislators globally and achieve our goal of 250,000 CFP professionals in 40 territories by 2025.”

Malcolm Rodgers, who retired from ASIC in 2009, served in a variety of capacities as a regulator, including executive director, executive director/strategy, and director of policy and markets. In recent years, he has served as a consultant to the International Monetary Fund, assessing financial sector compliance with principles established by the International Organization of Securities Commissions (IOSCO).

Gerhardt Meyer, CFP, chaired FPSB’s Regulations Advisory Panel since 2013, served on the board of directors for the Financial Planning Institute of Southern Africa, and led FPI’s engagement with South Africa’s Financial Services Board on national financial services reforms related to its Retail Distribution Review.

Barry Horner, CFP, a fee-only practitioner and principal of a boutique Financial Planning firm in the West of England, returns to the FPSB Board after a two-year hiatus. Mr Horner, who was FPSB’s chairman-elect in 2013, previously served as president of the Institute of Financial Planning, which is merger with the Chartered Institute of Securities and Investments in November. In addition, he was a board member for AGORA U.K., the European Association of Planned Giving, and the UK Community Foundation Network.

Mssrs Rodgers, Meyer and Horner join seven other volunteers on the FPSB Board of Directors from Brazil, Canada, China, India and the United States.

Other leadership positions announced at FPSB’s Tokyo meeting included:

· FPSB board member Joy Thomas, MBA, FCPA, FCMA, C.Dir., executive vice president of the Chartered Professional Accountants of Canada, was elected FPSB’s 2016 chairperson-elect. She will succeed Sanjay Sachdev, CFP, as FPSB Board Chairperson in 2017.
· Neil Kendall, CFP, chairperson of Financial Planning Association of Australia, was elected 2016 chairperson of the FPSB Council, which acts as an advisory and ratification body to the FPSB Board of Directors.
· Dawn Hawley, CFP, chair of Financial Planning Standards Council (Canada), was elected 2016 Mature Markets Forum chairperson.
· Kevin R. Keller, CAE, CEO of Certified Financial Planner Board of Standards, Inc., was elected 2016 chairperson of the Chief Executives Committee.
· Teera Phutrakul, CFP, chairman of Thai Financial Planners Association (TFPA) and Sankie Morata, CFP, chairperson of Financial Planning Institute of Southern Africa (FPI) were re-elected as Launching Markets Forum chairperson and Developing Markets Forum chairperson, respectively.