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CFP Certification at a Turning Point in Taiwan

By KP Liu, CFP, CEO of FPAT

Financial Planning Association of Taiwan (FPAT) is a standards setting body with limited resources on hand. Unlike certification organizations in other territories, FPAT is not involved in the education piece of the CFP certification program, with the end result being that FPAT has limited financial resources.

One of the main reasons Taiwan is facing declining growth in CFP certificants is simply because the market receptiveness towards the “financial planning” concept is very low.

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Why is Taiwan Facing Declining CFP Professional Growth?

By Christine Chang, CFP, Chinese Taipei

According to a recent Reuters article, the number of CFP professionals has increased by 23% in the past five years. In addition, the Financial Planning Institute of Southern Africa has declared a 9% increase in its CFP professionals (Horowitz). When world-renowned companies such as Merrill Lynch and UBS are encouraging their employees to acquire their CFP certification and affirming the framework of the CFP credential, is it still pertinent to discuss the barriers of growth for CFP professional numbers?

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Financial Planet Poll: Is the standard for CFP certification at the right level?

Read Financial Planet’s Point/Counterpoint article: Is the standard for CFP Certification at the right level?

Point/Counterpoint: Is the standard for CFP certification at the right level?

By Paul Rabenowitz, CFP, South Africa and Lovaii Navlakhi, CFP, India

Paul Rabenowitz, CFP, South Africa, says, “No, it should be higher!”

The FPSB website describes CFP professionals as ‘elite’ and ‘world-class’, but is this really the case?

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Do You Help Your Clients Identify Credible Financial Resources?

By Cora Pettipas, CFP, Canada

Our clients do not always find financial planning as fascinating as we do. It is unfortunate, but true. To counteract this natural client disinterest (or aversion), it is helpful to give clients resources to use to make finance fun and approachable. Thanks to the internet there are a plethora of great resources you can direct your clients to.

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Financial Formulas: How To Express a Client’s Life in Numbers

By Joel Redmond, CFP, United States

Life doesn’t always go according to formula, but formulas play a much bigger part in our lives than we might think. For example, one popular formula is used in every love story: boy meets girl, boy loses girl, boy wins girl back.

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IBCPF’s 4th Seminar on Financial Planning

By Martin Iglesias, CFP, Brazil

On May 4, more than 300 professionals gathered in São Paulo to discuss the direction and trends for the profession of personal financial planning. The discussion was at a seminar sponsored by IBCPF (Brazilian Institute for the Certification of Financial Professionals).

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Do You Empower Clients to Take Control of their Finances?

By Taylor Liao, CFP, Chinese Taipei

I just bought my first Apple product, the iPad mini two weeks ago. I haven’t had many experiences with Apple devices, so the iPad mini really impressed me with how user-friendly it was and how easy it was to use. Every time I think of Apple, I think of Simon Sinek’s Golden Circle concept.

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