S3:E2 Global financial planning - how the advice world is adapting

In this week's interview we talk to Noel Maye, CEO of the Financial Planning Standards Board, about the global financial planning profession and what it means to be a CFP professional in the UK and across the world.

We talk in detail about the key areas that CFP professionals are changing to support more clients both during the pandemic and beyond.

We also look at how the global numbers of CFP professionals is growing, why that might be as well as future projects for financial planners and the professional bodies that support them.

Sometimes it is good to step back and look at the global picture and consider the role we all play in helping more people receive good quality financial planning advice.

Noel Maye's Bio:

Noel Maye is Chief Executive Officer of the Financial Planning Standards Board (FPSB). Before joining the organization, Maye was Senior Vice President of Certified Financial Planner Board of Standards, Inc. (CFP Board) in the United States, where he oversaw the international, legal, consumer and public affairs, and communications departments, and served as corporate spokesperson.

Prior to CFP Board, he was an associate with Ogilvy, Adams & Rinehart, a New York-based public relations firm, where he specialized in working with financial services clients.

Maye holds the Certified Association Executive (CAE) credential, completed the National Association of Corporate Directors’ director training program, and qualified as a lead auditor for certification bodies through the American National Standards Institute. Born and raised in Ireland, he holds an undergraduate degree in electronic engineering from Trinity College Dublin, an MBA in business administration from the University of Colorado and INSEAD’s Executive Certificate in Global Management.