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My Financial Planning Career Has Only One “License”: CFP Certification

Korean Financial Planning Professional Sunho KimBy Sunho Kim, CFP

I didn’t know anything about life insurance until I began working for a life insurance company in1986. After I did the company training course, which involved me going to the Korea Insurance Institute, I became aware of the importance of insurance, and especially life insurance.

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The Effects of Retail Distribution Review (RDR) on Consumers

Marlene Shalton CFP Great BritainBy Marlene Shalton, CFP

From January 2013, advisers and planners in the UK will have had to fulfil the Retail Distribution Review’s (RDR) requirements if they are to continue trading under the new rules laid down by the UK’s regulator, the Financial Services Authority (FSA).

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Job Perks of Financial Planning

Jae young Yang - CFP Koreaby Jaeyoung Yang, CFP

It has been quite a while since the profession of financial planning was first introduced to Korea. However, it was only a few years ago that the general public became aware of the term, financial planning, and started to show their desire to receive the service.

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The Financial Services Industry Wants to Cut out the Middleman

By Almo Lubowski, CFP

In dealing with financial policy makers (and even regulators) in the recent past, and on the various aspects that will affect financial advice in the future, a definite trend has emerged: these aforementioned policy makers are adamant on dis-intermediation of the financial services industry and their focus is on eliminating advisors and planners.

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Best Careers: Financial Planning

Daehong Kwon, CFP, Koreaby Daehong Kwon, CFP

There are many studies placing “financial planner” in the top rank of most desirable careers. Would you encourage others to become a financial planner? Why or why not? How important is attaining a CFP certification, and what motivated you to get certified?

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Why Aren’t Financial Advisors Using Fee-Based Models?

By Niraj Nanal, CFP

The Indian financial services industry has come a long way; regulators are more active, financial markets are developing, etc. But, what is the state of the most important stakeholder, financial advisors, in this whole process?

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Korean Trends are Creating Opportunities for Fee-Based Planners

Junesoo Chang, CFPBy Junesoo Chang, CFP

Since the CERTIFIED FINANCIAL PLANNER mark was introduced 10 years ago in Korea, public awareness of financial planning has increased remarkably. Nowadays ‘financial planning’ is almost everyday language in mass media. I think the increased awareness is largely attributed to socio-demographic changes and economic phenomenon in this country.

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Clear Expectations Lead to Longer Lasting Relationships

By Suresh Sadagopan, CFP

Believe it or not – we are constantly trying to sell, convince or persuade people to agree with our way of thinking. This is irrespective of what we do in life.

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