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Do you need to find a
personal finance company nearby or verify if a planner is
certified?
|
| Country or region | Links and comments |
|---|---|
| Australia | The Financial Planning Association of Australia Limited (FPA) is recognized as the principal professional organization representing the financial planning sector in Australia. To find individual planners or companies click here. Here you can search by city, by name and by company. Don't overlook the advanced search if you need it. |
| Austria | To find financial planners click here If the above doesn't work, go to the main page and look for the link: Experten-Suche. This will allow you to search by region |
| Brazil | This site doesn't have a search for individual planners or for a personal finance company but you can use the contact form to make an inquiry or explore the site from their home page. |
| Canada | This search function of Financial Planning Standards Council of Canada allows searching by postal code or area from this page |
| Chinese Taipei | Find information on financial planners in Taipei from this link |
| France | Search for members of Conseils en Gestion de Patrimoine Certifiés with a search by name or postal zone Click here. |
| Germany | The German search allows you to look by name or postal code. Click here to use it. |
| Hong Kong | The Institute of Financial Planners of Hong Kong allows searching by name or registration number. Click here. |
| India | FPSB India offers searches by name and by city |
| Japan | The Japan Association for Financial Planners features a contact form for making inquiries. |
| Malaysia | Search by name or by state in Financial Planning Association of Malaysia. |
| New Zealand | Search by name, region and city in the New Zealand Institute of Financial Advisers. |
| Singapore | The Financial Planning Association of Singapore allows searching by name and license number. |
| South Africa | Search by name, telephone area code or postal code in the Financial Planning Institute of Southern Africa. |
| Switzerland | The Swiss Financial Planners Organization has an alphabetical listing of members. |
| Great Britain | In Great Britain the Institute of Financial Planning has a unique search function which allows you to look for advisors according to your particular needs (comprehensive planning, divorces, protection, etc. |
| United States | The Certified Financial Planner Board of Standards in the US has a very flexible search which allows choosing Name, State, Zip Code and distance. |
It is important to note that the Certified Financial Planner designation is given to individuals and not to personal finance companies.
For this reason, the majority of the search functions offer a search by name and in some cases may list a personal finance company with which the individual is associated in the organizations records.
If you have any questions or comments please contact us.
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