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Fee Disclosure and Why Financial Advisers Should Be More Like Athletes

By Dan Candura, CFP, United States

With all the controversy surrounding the use of performance enhancing drugs by professional athletes, it would seem strange to advocate that financial advisers should emulate them. I certainly don’t suggest that our profession take on the “win at any cost” mentality that pervades sports. But, there is one area where I think the practices of sports teams can help our profession.

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Positive Signs the CFP Professional Market is Growing in Taiwan

By Taylor Liao, CFP, Chinese Taipei

The biggest barrier to growing the number of CFP professionals in Taiwan is that the CFP certificants can’t see a clear and bright future for the profession. Most of them have no idea about how to use this certification to benefit themselves.

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Point/Counterpoint: How important is initial and ongoing education to being a successful financial planning professional?

Simon Hassan, CFP, New Zealand:

Not only is it necessary to attain and maintain your knowledge and skills, it is also a sign of your commitment to being part of a profession that puts clients first. As research shows, it will also probably improve your income and the long-term value of your business.

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Financial Planet Poll: Should a college degree be required to become a CFP professional?

 

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