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Learn about certification in another territory

CERTIFIED FINANCIAL PLANNER professionals may become certified to use the CFP Marks in more than one territory by obtaining CFP certification from the FPSB Member in the new territory. Those Individuals must abide by the certification renewal requirements of FPSB Members in both the home and new territories. Use the form below to determine what the across-border certification requirements are in your territory:


 

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Financial Planner Blog

Which Model is Better? Practicing Professionals vs. Full Service Firms

Suresh Sadagopan CFP IndiaBy Suresh Sadagopan, CFP, India

Some people think that financial planners and advisors practicing as professionals are better than those running a business. The general view I have heard is that when someone is practicing in the profession, they are more passionate, client-centric and closer to their clients.

Continue reading Which Model is Better? Practicing Professionals vs. Full Service Firms

Enriching the Client: The Value of Financial Planning

Cora Pettipas, CFP

By Cora Pettipas, CFP, Canada

The most precious resources in life are health, love, time and money. If a CFP professional helps a client with their money, it also indirectly, but greatly, enhances the three other areas. Clients who have a financial planner are less stressed, understand their priorities and resource allocations, and therefore have more energy to put into their life.

Continue reading Enriching the Client: The Value of Financial Planning

Point/Counterpoint: What is the most valuable aspect of CFP certification?

Tony Vidler

By Tony Vidler, Former Chairperson of IFA, New Zealand

There are two primary aspects of CFP certification that are valuable, the first being the holistic nature of the certification program, covering as it does all of the essential elements of comprehensive personal financial planning.

The second and more valuable aspect though is the rigor of the program and the technical quality of practitioner who evolves from that.

There are secondary benefits of course that are valuable also, such as creating a clear quality mark that assists consumers to confidently choose a professional adviser from amidst the market noise.

Continue reading Point/Counterpoint: What is the most valuable aspect of CFP certification?

Current Cross Border Issues Affecting Financial Planners

Taylor Liao, CFPBy Taylor Liao, CFP, Chinese Taipei

One year ago, I had a client who had a Taiwanese father, but had immigrated to the US a long time ago. He was born in the US and cannot speak Mandarin. He came to me for financial planning because his father has many assets in Taiwan, and he and his brother will face tax issues in the future. The estate tax is quite low; 10%, but it was 50% just two years ago. Even if the estate tax is only 10%, the amount for their estate tax will still be quite high and they need to plan for it in advance. In Taiwan, we use global taxation,

Continue reading Current Cross Border Issues Affecting Financial Planners

Avoiding Regulatory Rigor Mortis

Tony Vidler By Tony Vidler, Former Chairperson of IFA, New Zealand

As with most of the developed world New Zealand has undergone significant regulatory reform in recent years. It has been done well by international comparison, though it is apparent that regulation alone will not create an advice profession. It may be a catalyst, but not a cure.

Continue reading Avoiding Regulatory Rigor Mortis

Point/Counterpoint: What Should the Regulatory Requirements Be for Financial Planners Expanding into New Territories?

Lovaii Navlakhi, CFPShould financial planners expanding their practice into new territories be required to meet all certification and regulatory requirements in the new territory, or should they be allowed to practice based on compliance with certification and regulatory requirements in their home territory?

Continue reading Point/Counterpoint: What Should the Regulatory Requirements Be for Financial Planners Expanding into New Territories?

How Altruism Can Help the Financial Planning Profession

Suresh Sadagopan CFP IndiaBy 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

Will your financial planning clients really reach their goals?

Taylor Liao, CFPBy 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?