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Did Debt Kill the Retirement Dream?

Commercial Photography at Olympia TrustA Discussion of Financial Planning and the Challenges of Modern Retirement Planning

By Cora Pettipas, Vice President and a Board of Director of the National Exempt Market Association (NEMA) in Canada

We have all dreamt of it, usually after a particularly demanding period of work. Cleaning off our desk, and departing indefinitely from the office, idealizing a permanent beach vacation (or functional equivalent). Retirement is defined as when a person ceases working voluntarily, as they have built up enough resources and income entitlements to do so. However, the new retirement will likely mean something else, whether it be partial retirement, career change, or retiring later.

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India’s Financial Planning Needs Regulation Changes

By Dr. (Col) KK Goel, CFP

Financial planning is the process of developing strategies to assist clients in managing their financial affairs to meet life goals. It was first conceptualized in the early 1970s in a Chicago, USA airport by a group of insurance industry professionals. In India, this concept came into being in 2002-03. FPSB India has done a great job in spreading the financial planning profession, and acting as a professional standards setting body.

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2012 Predictions: An Opportunity for the Financial Planning Profession?

By Taylor Liao, CFP

2011, for financial planners, was just like riding a roller coaster. Through the long-lasting 2008 collapse of the Lehman Brothers financial crisis, it seemed as though the economy would get better towards the second half of 2011. Unfortunately, then came the euro-zone debt crisis and all things were back to square one. Most of the clients were worried about the revenue of their investments.

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How Important are Ethics and Standards? Just Ask a CFP Professional

By Noel Maye, CEO, Financial Planning Standards Board

At the global meeting of Financial Planning Standards Board in Washington, D.C. last month, we released “The Global Practice of Financial Planning,” an international research report that highlights the results of a ground-breaking study on the global practice of financial planning. The research, based on a survey of 11,147 CFP professionals in 11 countries and territories, told us what tasks, knowledge and skills CFP professionals considered the most important and applicable in their everyday practices.

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