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Disclosing Information: Financial Planners Balance Financial Institutions & Clients

Daehong Kwon, CFP, KoreaBy Daehong Kwon, CFP

Recently, disclosure designed to protect investors and financial consumers has been emerging as an important issue in the Korean financial community. In a narrow sense, disclosure involves signing forms and marking investment types.

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Financial Planning: How to Properly Disclose Information

Suresh Sadagopan CFP IndiaBy Suresh Sadagopan, CFP

Have you ever bought an insurance policy? When you purchased it, did you go through the four pages of fine print and understand everything? If you are like most people, you wouldn’t have even opened the envelope in which the insurance policy was sent to you in!

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Financial Planet’s Top 10 Financial Planning Blogs of 2012

We had a lot of successful blogs published on Financial Planet this year, and to celebrate, we compiled the 10 most-read blogs into an ebook. Please download Financial Planet’s Top 10 Financial Planning Blogs of 2012 and feel free to share it with your colleagues.

Financial Consumer Protection: Changing Our Perspective

Korean Financial Planning Professional Sunho KimBy Sunho Kim, CFP

The FPA in Australia reports that CFP professionals account for over 35% of the planner population but less than 2% of ASIC enforcement activity. This correlation is pleasantly surprising, but it doesn’t prove that CFP professionals have done everything they can for financial consumer protection.

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Client Execution: a Time to Plan, and a Time to Act

By Joel Redmond, CFP

“Lights…camera…planning!”

This isn’t the way we envision Hollywood, is it? Yet the way we often deal with clients, and the science of our profession in general, seems to be thoroughly imbued with a tendency to analyze, vivisect, examine, and consider – but not always the more important tendency to compel, persuade, and influence clients to take action.

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Proper Fee Disclosure in a Financial Planning Meeting

By Taylor Liao, CFP

“The pessimist sees the difficulty in every opportunity; the optimist sees the opportunity in every difficulty.” – Sir Winston Churchill

There isn’t regulation in Taiwan enforcing financial planners to disclose the commission they receive from vendors of products.

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Simple Communication and Complex Financial Products

Mukesh Dedhia, CFP, IndiaBy Mukesh Dedhia, CFP

“Let’s uncomplicate!” is the slogan of one of the health insurance products in India and I find great sense in its application for all aspects of life. We are fortunate that God has given humans complex minds to think and that is what makes us superior to animals.

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