Helmich named FPSB chairperson-elect

certified financial planner financial planners united states

9 November 2011
| By Milana Pokrajac |
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AMP financial planning executive Steve Helmich has been named the 2012 chairperson-elect of the Financial Planning Standards Board (FPSB) Council, an advisory body of the FPSB Board of Directors.

Helmich will serve as 2012 chairperson of FPSB Council before assuming duties as board chairperson in 2013.

The new appointment followed his service on the FPSB Compensation and Succession Planning Committees in 2010 and 2011.

FPSB - the owner of the Certified Financial Planner (CFP) mark and logo outside the United States - praised Helmich's input in creating AMP's financial planning model.

"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 for financial services firms."

CFPs Tim Kochis and Barry Horner, based in the US and the UK respectively, have also been appointed to FPSB Board of Directors.

The Board has also recently approved seven points of principles for duty of care for financial planners, aimed at restoring trust and confidence in the industry, FPSB stated.

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