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Jacqueline Lockie joins international Financial Planning Standards Board committee

19 November 2019

The Financial Planning Standards Board Ltd has appointed Jacqueline Lockie, head of financial planning at the Chartered Institute for Securities & Investment, to its Chief Executives Committee. 

The Committee is comprised of the chief executives from the seven FPSB affiliates with the largest chartered financial planning professions; United States, Japan, China, Canada, Australia, South Africa and Hong Kong, as well as three affiliate chief executives chosen by the FPSB Council and the chief executive of the FPSB Ltd..

It was created to establish “leadership, efficiency and accountability” within the activities carried out by the FPSB board of directors, affiliates and staff to advance the financial planning profession globally through CFP certification and standards setting.

Lockie’s appointment on the committee will be for two years.

Commenting on her appointment, Lockie said: “It is a real privilege to join the FPSB Ltd CEC and to help build a truly global profession of financial planning for the benefit of the consumer. I’d like to thank the CISI for supporting this and its commitment to the growth of financial planning in the UK and globally.”

Noel Maye, CEO, FPSB Ltd., commented: “With her demonstrated commitment to leadership, cooperation and financial planning excellence, Jacqueline is a strong addition to the CEC’s efforts, on behalf of our global network, to advance the financial planning profession for the benefit of the public.”

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