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How frequently are you faced with cross-border issues such as clients moving from one territory to the next, clients holding assets in other countries, etc.?

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Learn about certification in your territory

 

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Learn about certification in another territory

CERTIFIED FINANCIAL PLANNER professionals may become certified to use the CFP Marks in more than one territory by obtaining CFP certification from the FPSB Member in the new territory. Those Individuals must abide by the certification renewal requirements of FPSB Members in both the home and new territories. Use the form below to determine what the across-border certification requirements are in your territory:


 

Welcome to the global gathering place for the financial planning profession
Financial Planner Blog

Blogging for Financial Planet

Welcome to the global gathering place for the financial planning profession. Like what you see at Financial Planet? Are you interested in blogging for us? Financial Planet is open to accepting new regular bloggers and occasional guest bloggers with unique perspectives on the financial planning profession. Click here to read our editorial guidelines.

Financial Planet is about developing awareness and recognition for financial planning as a distinct professional practice. Our readers include financial planning professionals, employers or owners of financial planning firms, educators who teach financial planning as part of university curricula or preparation courses for financial planning certification, those who regulate financial services around the world and those who advocate for consumers of financial planning services.

You won’t find industry “best practices” or consumer tips at Financial Planet. That’s because our bloggers are focused on shaping the world’s view of the financial planning profession. They comment on the state of the profession in their countries and territories, explore regulatory models, and discuss ethical issues, compensation and building consumer awareness for financial planning.

Join the conversation here at Financial Planet. Submit guest blogs or apply to be part of the editorial team by contacting us, at communicationsdept@fpsb.org.