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Mastering the Art of Financial Planning: 7 Tips for New CFP Professionals

By Cora Pettipas, CFP

To be successful, a new planner can approach their career in the same way we teach our clients to approach their finances. It needs to be done proactively, in the spirit of continual development and progress.

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What To Do Before You Open a Financial Planning Business

By Taylor Liao, CFP

Every year, I have many colleagues pass the CFP examination and earn their certification. For some of them, the CFP certification is just an extra certification that they may never use. But for others who are full of passion about starting their own financial planning practice, I have written this blog with real-world knowledge and tips on getting started in the financial planning business.

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FPSB CEO Update: “The discussion needs to be planner AND adviser.”

By Noel Maye, FPSB CEO

During the first week of March, I joined FPSB’s Examinations Working Group, FPSB’s Experience & Continuing Professional Development (CPD) Working Group and the FPSB Standards Committee in Dubai, UAE. Altogether, we had 16 CFP professionals, academics and association leaders, put forward by FPSB member organizations, who worked for three days to present recommendations to the FPSB Standards Committee on education and assessment standards, and guidance for evaluating and promoting a meaningful global experience and CPD standard for CFP certification.

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A Historic Day For Financial Planning in Australia

Sydney, 20 March 2013: The Financial Planning Association (FPA) has welcomed the government’s introduction of the legislation for enshrining the term “Financial Planner/ Adviser” into law today in Australia.

By Mark Rantall, CEO of FPA

This is a historic day for financial planning and for all Australians. The FPA has long called for ‘truth in labelling’ for the protection of consumers. The tabling of the legislation from the government responds to those calls. We welcome the introduction of the legislation and thank Minister Shorten for honouring his commitment.

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Point/Counterpoint: Can Ethics Be Taught?

By Dan Candura, CFP and Simon Hassan, CFP

Dan:

As someone who spends a considerable amount of time delivering what some consider to be engaging and innovative training on CFP Board’s Standards of Professional Conduct, it should shock no one that I support the affirmative side of this discussion.

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2013 Financial Planet Poll: Can Ethics Be Taught?

10 Tips for New Financial Planners

Warren Ingram CFP South AfricaBy Warren Ingram, CFP

Johannesburg, South Africa: Starting your career as a financial planner is an opportunity to create a life for yourself that few other people will be able to match. After nearly two decades as a financial planner – including eight years as a co-owner of a planning business, I am quite sure that financial planning is one of the best careers for those who care as much about quality of life as they do about money.

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How to Keep Your Clients Coming Back

Lovaii Navlakhi CFP IndiaBy Lovaii Navlakhi, CFP

Trust is the cornerstone of the planner-client relationship and the single most important thing that can make or break this relationship. But where does it start? The client does not come to you on day one and say, ‘I trust you; you are my financial advisor for life’— it is something that evolves and has to be earned.

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