FINANCIAL PLANNING STANDARDS BOARD NAMES STEVE HELMICH 2012 BOARD CHAIRPERSON-ELECT
DENVER, CO – 7 November 2011 – The Board of Directors of Financial Planning Standards Board Ltd. (FPSB), owner of the CFP, CERTIFIED FINANCIAL PLANNER and CFP Logo marks outside the United States, named Steve Helmich, financial planning, advice and services director for AMP Financial Services, and a director of FPSB, as its Board chairperson-elect in 2012. Helmich will serve as 2012 chairperson of the FPSB Council, an advisory body of the FPSB Board of Directors, before assuming duties as Board chairperson in 2013.
“FPSB’s 2011 global job analysis research showed that nearly 30 percent of CFP professionals work in firms with 100 or more employees. With his successful financial planning model at AMP, Steve has demonstrated how CFP professionals can add value at large firms,” said Corinna Dieters, 2011 FPSB chairperson. “Steve’s background and knowledge will benefit the FPSB Council as our Members continue to develop their outreach programs to financial services firms.”
As a member of the FPSB Board of Directors, Helmich has served as a member of the 2010 and 2011 FPSB Compensation and Succession Planning Committees. In addition, he has participated as a speaker at FPSB meetings and has presented at FPSB Member events. At AMP, Helmich is responsible for two of Australia’s largest financial planning licensees, of which nearly 50 percent are CFP professionals. Helmich also chaired Australia’s Financial Planning Association (FPA) Board from 2002 to 2004, and was awarded Life Membership in the FPA in 2007.
“I share FPSB’s vision to establish financial planning as a distinct professional practice globally,” Helmich said, “and I believe that CFP professionals embody the high level of professionalism that consumers deserve in financial planning relationships. I look forward to helping FPSB Members demonstrate the value of financial planning and CFP certification to all of our key stakeholders.”
About FPSB
FPSB manages, develops and operates certification, education and related programs for financial planning organizations to benefit the global community by establishing, upholding and promoting worldwide professional standards in financial planning. FPSB demonstrates its commitment to excellence with the marks of professional distinction – CFP, CERTIFIED FINANCIAL PLANNER and CFP Logo Mark. FPSB has a nonprofit member organization in the following 24 territories: Australia, Austria, Brazil, Canada, Chinese Taipei, Colombia, France, Germany, Hong Kong, India, Indonesia, Ireland, Japan, Malaysia, New Zealand, the Netherlands, the People’s Republic of China, the Republic of Korea, Singapore, South Africa, Switzerland, Thailand, the United Kingdom and the United States. By year-end 2011, FPSB expects approximately 140,000 individuals to hold the CFP certification worldwide. For more, visit fpsb.org. Follow FPSB at twitter.com/fpsb or facebook.com/fpsb1.
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