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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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10 Tips for New Financial Planners

Warren Ingram CFP South AfricaBy Warren Ingram, CFP

Johannesburg, South Africa: Starting your career as a financial planner is an opportunity to create a life for yourself that few other people will be able to match. After nearly two decades as a financial planner – including eight years as a co-owner of a planning business, I am quite sure that financial planning is one of the best careers for those who care as much about quality of life as they do about money.

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My Defining Moment at the Dentist & Why I’m a Financial Planner

By Joel Redmond, CFP

After you reach a certain level of success in finance, I think there are times when every planner experiences a period of “going through the motions.” Client reviews feel forced and mechanical. Ascertaining client dreams seems prosaic and vapid.

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My Fulfilling Career as a Financial Planner

By Taylor Liao, CFP

In Shakespeare’s drama ”Hamlet”, Prince Hamlet said “There is nothing neither good nor bad, but thinking makes it so.” I say that there is no career neither good nor bad, but your choice makes it so. Your career reflects your philosophy of life and values.

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Choosing Careers: Follow Your Heart, but Know Where the Money Is

By Joel Redmond, CFP

What should I be when I grow up? Most of us remember asking ourselves this question at some point in our lives – and answering it.

Did what we told ourselves then match the careers we have now? Probably – for a lucky few.

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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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I Don’t Want to Retire

Junesoo Chang, CFPBy Junesoo Chang, CFP

In many countries, the average life span exceeds 80 years. This was unheard of until 1990. Life span is slowly increasing and these days, it is not too surprising to see people live to be 100. Knowing this fact, what career could you see yourself doing for the rest of your life?

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Financial Planning: The Right Profession for the Right Reasons

By Mark DiGiovanni, CFP

Let me get this out of the way right at the beginning – in my opinion, there is only one kind of financial planner, and that’s a CERTIFIED FINANCIAL PLANNER professional. Those who are not CERTIFIED FINANCIAL PLANNER professionals, but call themselves financial planners, are attempting to be viewed as part of a profession for which they have not yet qualified.

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