Jeffrey F. Kenney, FPSB Ltd. Director of Standards and Certification
The future of financial planning will be global and for many professionals it already is. To address the wants and needs of financial planners and their clients now and in the future, the Financial Planning Standards Board Ltd. (FPSB) has begun to develop a model that would allow CFP professionals to become certified in more than one territory using a standardized process.
Continue reading The Future of Financial Planning Across Borders is Already Here
“Paris is always a good idea.” — Audrey Hepburn
By Guy Bonduelle, CEO, Association Française des Conseils en Gestion de Patrimoine Certifiés (CGPC)
Springtime in Paris, for those who haven’t experienced it, is a delight – not only for the senses, but also for the mind. As clouds turn to sun, frigid winds become soft, cool breezes, and flowers and trees begin to bloom, it’s a wonderful time to think about new ideas and fresh perspectives.
Continue reading CGPC Invites Global Financial Planning Leaders to Paris
By Hong Xue, Chairperson, FPSB China
Financial Planning Standards Board China Ltd. is proud to co-host and be the destination location for the 2014 Financial Planning Standards Board (FPSB) Global Member Meeting in Shanghai the week of 26 – 31 October. This year both FPSB China and FPSB Ltd. are celebrating their 10th anniversary so we are excited to recognize our collective achievements with representatives attending from FPSB’s 25 member organizations.
Continue reading FPSB Celebrates 10 Years in Shanghai
By Stephen O’Connor, CFP, 2009 Chairperson, Financial Planning Standards Board Ltd.
Each year, when Financial Planning Standards Board Ltd. (FPSB) seeks candidates to serve on its Board of Directors, I get a bit nostalgic. I served on the Board just as the global financial crisis began, and remember how proud I was to learn that those who had worked with a CFP professional were standing firm with their financial strategies.
Continue reading Love the financial planning profession? Then lead it! FPSB Seeks Candidates for its 2015 Board of Directors
By Almo Lubowski, CFP, South Africa
Nobody is under any illusion that a financial planning practice is in the business to be profitable and serve as a source of income for its owners and employees. However, it is unfortunate that many still overlook the need to engage in implementing some important practice management strategies for their businesses in favour of purely focusing on sales targets and production.
Continue reading Good Practice Management and Sales: A Continued Tug-of-War
By Tony Vidler, Former Chairperson of IFA, New Zealand
A well established belief in financial services is that life insurance must be sold as consumers will not seek it out and buy the product themselves. It has become an accepted truth that advisers globally repeat to each other every time a new report on underinsurance, or inadequate financial literacy is released.
Continue reading Insurance Must Be Sold, Not Bought…Right?
By Cora Pettipas, CFP, Canada
A client meeting is like a traditional dance, there are mechanical steps you have to memorize and practice to the point where you can make it look graceful and easy. Within this dance, an Advisor plays matchmaker, paring clients and the best possible investment solutions to meet the client’s investment goals.
Continue reading The Matchmaker: Finding Suitability through KYC & KYP
By Taylor Liao, CFP, Chinese Taipei
In today’s financial industry, there are many salespeople who sell investment products unfairly to consumers. They use persuasion and manipulate the information to make their products seem favorable. Let’s use a foreign currency insurance product as an example:
Continue reading Why CFP Professionals Are Better