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Enriching the Client: The Value of Financial Planning

Cora Pettipas, CFP

By Cora Pettipas, CFP, Canada

The most precious resources in life are health, love, time and money. If a CFP professional helps a client with their money, it also indirectly, but greatly, enhances the three other areas. Clients who have a financial planner are less stressed, understand their priorities and resource allocations, and therefore have more energy to put into their life.

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Point/Counterpoint: What is the most valuable aspect of CFP certification?

Tony Vidler

By Tony Vidler, Former Chairperson of IFA, New Zealand

There are two primary aspects of CFP certification that are valuable, the first being the holistic nature of the certification program, covering as it does all of the essential elements of comprehensive personal financial planning.

The second and more valuable aspect though is the rigor of the program and the technical quality of practitioner who evolves from that.

There are secondary benefits of course that are valuable also, such as creating a clear quality mark that assists consumers to confidently choose a professional adviser from amidst the market noise.

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Current Cross Border Issues Affecting Financial Planners

Taylor Liao, CFPBy Taylor Liao, CFP, Chinese Taipei

One year ago, I had a client who had a Taiwanese father, but had immigrated to the US a long time ago. He was born in the US and cannot speak Mandarin. He came to me for financial planning because his father has many assets in Taiwan, and he and his brother will face tax issues in the future. The estate tax is quite low; 10%, but it was 50% just two years ago. Even if the estate tax is only 10%, the amount for their estate tax will still be quite high and they need to plan for it in advance. In Taiwan, we use global taxation,

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