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The Matchmaker: Finding Suitability through KYC & KYP

Cora Pettipas, CFPBy Cora Pettipas, CFP, Canada

A client meeting is like a traditional dance, there are mechanical steps you have to memorize and practice to the point where you can make it look graceful and easy. Within this dance, an Advisor plays matchmaker, paring clients and the best possible investment solutions to meet the client’s investment goals.

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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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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.

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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.

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Do You Help Your Clients Identify Credible Financial Resources?

By Cora Pettipas, CFP, Canada

Our clients do not always find financial planning as fascinating as we do. It is unfortunate, but true. To counteract this natural client disinterest (or aversion), it is helpful to give clients resources to use to make finance fun and approachable. Thanks to the internet there are a plethora of great resources you can direct your clients to.

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Behavioral Finance: Progress Makes Perfect

By Cora Pettipas, CFP, Canada

There have been many times I have questioned people’s sanity in their relationship with money. My most vivid memory of this was when I waddled into a Starbucks (I was eight months pregnant). On the way to the counter, I passed a young opulent-looking couple sipping lattes and saying to their toddler son, “you are never going to college, no you’re not, no you’re not!”

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Debt: The Biggest Threat to Financial Planning and a Cancer to Cash Flow

By Cora Pettipas, CFP

The Problem

Debt accumulation is a cancer to individual wealth and is currently the biggest threat to financial planners. Why? Because before you can do any proactive financial planning with a client, they need to have a positive cash flow.

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Mastering the Art of Financial Planning: 7 Tips for New CFP Professionals

By Cora Pettipas, CFP

To be successful, a new planner can approach their career in the same way we teach our clients to approach their finances. It needs to be done proactively, in the spirit of continual development and progress.

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