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Protecting Client Information: Are You Prepared for a Security Breach?

By Michael Snowdon, CFP

Isn’t technology wonderful? Think of what we can do that was not even imagined just a few years ago. Web 2.0, social media, mobile computing (even on a phone!). We can download information in seconds that would have taken days to gather in a library. We can access our office computer while out calling on clients (or sitting at the beach).

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Global Financial Literacy: What to do about the Uneducated Public

Mukesh Dedhia, CFP, India

By Mukesh Dedhia, CFP

It is established that it is impossible to succeed in the modern world without the ability to read and write (literacy), so, based off that assumption, it would be impossible to succeed in the present-day financial system without knowing the abc’s of economics and finance (financial literacy). Individuals spend about 25 years of their life or more to gain knowledge in their respective profession.

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Pro Bono Publico: Financial Planning for Everyone

Korean Financial Planning Professional Sunho KimBy Sunho Kim, CFP

Ronald F. Duska and Julie Anne Ragatz cite seven components for a professional job: a body of technical subject matter, academic study, entrance barriers, independence, public recognition, professional societies, and a code of ethics. The CFP designation that started in the United States, in 1969, can be called a profession, as it satisfies all of these seven elements.

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How to Run a Successful Financial Planning Firm and Why So Many Others Fail

By Taylor Liao, CFP

CFP certification has been in Taiwan for around 10 years, but the financial planning profession is still developing. There is one statistic that really sticks out here in Taiwan: a very low percentage of individuals who receive their CFP certification actually become financial planners. What happened to those people who spent lots of time and money studying for and passing the exam?

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A Well-Rounded Education is the Key to Financial Planning

Jae young Yang - CFP Koreaby Jaeyoung Yang, CFP

The work of financial planning requires a financial planner to have professional knowledge in varied fields. It is, of course, not an easy matter for one individual to acquire all of the professional knowledge necessary for financial planning. In addition, financial planning is not so much a theoretical science but a practical one, with shorter history than such sciences as economics, business management, and psychology.

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Behavioral Finance Or Bust!

By Patrick Canion, CFP

“Call ten people, make three appointments. One of them will cancel, one won’t be interested, and the third will make you a sale.”

That golden rule, along with some explanation of how to calculate premiums from the company rate book, was the essence of my first training course as an insurance agent in 1987 – the background of many of Australia’s financial advisers.

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Simon Hassan, CFP

New Zealand

A financial adviser since 1990, Simon is a leader in his profession, combining a depth of knowledge, practical experience and skills with developed strategic planning and communication skills. Before Simon and his wife Rosemary (also a CFPCM professional) set up Hassan & Associates in 1995, Simon held advisory and management roles with a multinational financial institution. Before that he was a secondary teacher and assistant principal.

Over the years, Simon has been part of and led numerous committees and task forces, working closely with politicians, government officials and others on professional standards and emerging adviser regulation. A media commentator, popular speaker and writer, Simon also presents seminars for accountants and solicitors. Through Hassan Consulting he also

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Niraj Nanal, CFP

Niraj Nanal is a Certified Financial Planner (CFPCM) and holds a Master of Business Administration (MBA-Marketing) degree. He specializes in advising to Medical Professionals and IT professionals. Niraj is the owner of NR Financial Consultants, a financial planning firm in Pune, India.

He has experience in training at various institutes and has also conducted presentations and awareness programs for medical and IT professionals. His hobbies include traveling and road biking.