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Financial Planet Poll: How important is the competency to develop a comprehensive financial plan in your practice?

Comprehensive Financial Plans Poll

CFP Professionals: Building Awareness and Overcoming Regulatory Limits

Taylor Liao, CFP

By Taylor Liao, CFP, Taiwan

CFP professionals in Taiwan have to accomplish thirty hours of CPD courses every year, but that may vary depending on the territory. It is hard to learn the knowledge of running an advisory firm due to the lack long standing financial planning firms in Taiwan.

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FPSC’s Response to “Canadian CPD: Future Cash Grab or Competency Builder?”

Joan Yudelson

We read Cora Pettipas’ well written blog regarding the recent expansion of qualifying continuing education (CE) for Certified Financial Planner® professionals and FPSC Registered Candidates in Canada. She raised a number of points which I’ve addressed in this blog.

Continue reading FPSC’s Response to “Canadian CPD: Future Cash Grab or Competency Builder?”

Canadian CPD: Future Cash Grab or Competency Builder?

Cora Pettipas, CFPBy Cora Pettipas, CFP, Canada

The Canadian continuing professional development (CPD) regime is changing drastically this year, and if you are a CFP professional in Canada you need to take note. I question the implications of these changes; especially as they could decrease flexibility and increase costs for CFP professionals in the longer term.

Continue reading Canadian CPD: Future Cash Grab or Competency Builder?

The One Thing CFP Professionals Need to Succeed Right Now

Taylor Liao, CFPBy Taylor Liao, CFP, Chinese Taipei

CFP professionals are held to different education standards around the world. This is due to the differences in language, law and tax rules in the 24 territories where CFP certification is offered. One of the challenges that prevents students from earning their CFP certification in the first place and stops CFP professionals from renewing their certification is how to start a fee-based consulting practice.

Continue reading The One Thing CFP Professionals Need to Succeed Right Now