By Suresh Sadagopan, CFP, India
What do we do to establish financial planning as a profession? What are the challenges ahead and how are we going to overcome them and move forward?
These are questions which we hear from time to time. There are as many prescriptions as there are practitioners. But there is a foundational principle we need to understand for a profession to be recognized as such.
Continue reading How Altruism Can Help the Financial Planning Profession
By Taylor Liao, CFP, Chinese Taipei
Every client’s situation is different making it impossible to use the same model for every client. I start over with every case I handle because each client has a unique problem that requires me to be patient and accompany them through the financial planning process. In this blog, I will share with you things I’ve learned through many years of financial planning practice experience.
Continue reading Will your financial planning clients really reach their goals?
Tony has been working in the New Zealand financial services industry in advisory and management capacities since June 1990, beginning as a tied life agent. Over his career he has been involved in agency management roles; started, grown and sold a sizeable investment and insurance brokerage business of his own; been personally involved in business development with hundreds of advisers; heavily involved in professional development and the evolution of regulation in the financial services industry; executive sales and marketing management and been a leading figure for many years.
Continue reading Tony Vidler
By Simon Hassan, CFP, New Zealand
Should surgeons be able to do surgery, or pilots fly planes! Of course a financial planner (and a CFP professional is supposed to represent the top rung on financial planning’s ladder) needs to be thoroughly capable of creating sound financial plans. If this was not the case it would be high time to invent another name for our profession!
Continue reading Does a Financial Planner NEED to be able to Write Comprehensive Financial Plans?
By Taylor Liao, CFP, Taiwan
CFP professionals in Taiwan have to accomplish thirty hours of CPD courses every year, but that may vary depending on the territory. It is hard to learn the knowledge of running an advisory firm due to the lack long standing financial planning firms in Taiwan.
Continue reading CFP Professionals: Building Awareness and Overcoming Regulatory Limits
We read Cora Pettipas’ well written blog regarding the recent expansion of qualifying continuing education (CE) for Certified Financial Planner® professionals and FPSC Registered Candidates in Canada. She raised a number of points which I’ve addressed in this blog.
Continue reading FPSC’s Response to “Canadian CPD: Future Cash Grab or Competency Builder?”
By Cora Pettipas, CFP, Canada
The Canadian continuing professional development (CPD) regime is changing drastically this year, and if you are a CFP professional in Canada you need to take note. I question the implications of these changes; especially as they could decrease flexibility and increase costs for CFP professionals in the longer term.
Continue reading Canadian CPD: Future Cash Grab or Competency Builder?