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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:


 

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Financial Planner Blog

A Historic Day For Financial Planning in Australia

Sydney, 20 March 2013: The Financial Planning Association (FPA) has welcomed the government’s introduction of the legislation for enshrining the term “Financial Planner/ Adviser” into law today in Australia.

By Mark Rantall, CEO of FPA

This is a historic day for financial planning and for all Australians. The FPA has long called for ‘truth in labelling’ for the protection of consumers. The tabling of the legislation from the government responds to those calls. We welcome the introduction of the legislation and thank Minister Shorten for honouring his commitment.

Continue reading A Historic Day For Financial Planning in Australia

Point/Counterpoint: The Best Way to Build Consumer Trust

By Patrick Canion, CFP and Cora Pettipas, CFP

Patrick Canion, CFP from Australia says eliminating remuneration bias:

The best way for financial planners to build consumer trust is to have no remuneration bias in the investments that you recommend.

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A Day in the Life of a Financial Planner

By Patrick Canion, CFP

In many ways, it was an easy decision. The office was air-conditioned. I had my own desk. And, unlike the factory at which I had previously worked, the boss didn’t yell at me for sitting down on the job.

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How do Clients Feel During the Financial Planning Process?

By Steve Helmich

All of you know and hopefully love the 6 stage advice process. It’s what financial planning is built on – the foundation of great advice. It is familiar, reliable and structured – as a planner you can manage your time and your business because you know where you stand. But what about your clients?

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Client Relationship Building Through Social Media and Technology

By Patrick Canion, CFP

Advances in technology provide wonderful opportunities for advisers to improve their client interactions and make the client advice experience more tangible and fun. Just ask yourself, what has a greater ‘wow’ factor: sitting with a client drawing a diagram on paper, or swapping an ipad with them that wirelessly projects the image onto a 55 inch display on the wall of your meeting room?

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Behavioral Finance Or Bust!

By Patrick Canion, CFP

“Call ten people, make three appointments. One of them will cancel, one won’t be interested, and the third will make you a sale.”

That golden rule, along with some explanation of how to calculate premiums from the company rate book, was the essence of my first training course as an insurance agent in 1987 – the background of many of Australia’s financial advisers.

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Financial Services Compensation: Do You Ask Your Doctor How They Get Paid?

By Patrick Canion, CFP

I recently went through a procedure that is all too common for middle aged aspiring golfers. It was the same sad story – my brain refused to recognise that my body is no longer 21 years old, and this resulted in a shoulder injury that eventually needed an operation. Initially, my surgeon didn’t want to operate. But after a long year of trying less invasive methods, we concluded that the best option was to proceed with surgery.

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Holistic Advice: They Might Not Want It But They Need It

By Mark DiGiovanni, CFP

When the topic of this month’s discussion, the case for “scaled” vs. “holistic” advice, was first presented, my first response was “Huh?” I ran to Google to find out exactly what I was expected to write. I learned the difference between scaled and holistic advice from Australian, Chris Nothling:

Scaled advice is advice about one area of an investor’s needs, such as insurance, or about a limited range of issues. This contrasts to so-called “holistic advice” which is the traditional advice model offered by many financial advisers.”

Continue reading Holistic Advice: They Might Not Want It But They Need It