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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

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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The Future of Financial Planning Across Borders is Already Here

Jeff Kenney, FPSB Director of Certification and StandardsJeffrey F. Kenney, FPSB Ltd. Director of Standards and Certification

The future of financial planning will be global and for many professionals it already is. To address the wants and needs of financial planners and their clients now and in the future, the Financial Planning Standards Board Ltd. (FPSB) has begun to develop a model that would allow CFP professionals to become certified in more than one territory using a standardized process.

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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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My Financial Planning Career Has Only One “License”: CFP Certification

Korean Financial Planning Professional Sunho KimBy Sunho Kim, CFP

I didn’t know anything about life insurance until I began working for a life insurance company in1986. After I did the company training course, which involved me going to the Korea Insurance Institute, I became aware of the importance of insurance, and especially life insurance.

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How to Run a Successful Financial Planning Firm and Why So Many Others Fail

By Taylor Liao, CFP

CFP certification has been in Taiwan for around 10 years, but the financial planning profession is still developing. There is one statistic that really sticks out here in Taiwan: a very low percentage of individuals who receive their CFP certification actually become financial planners. What happened to those people who spent lots of time and money studying for and passing the exam?

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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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The State of the Financial Planning Profession in Korea

Junesoo Chang, CFPBy Junesoo Chang, CFP

In Korea, the financial planning profession is not yet widely recognized by the public. Likewise, not many Koreans distinguish financial planners from ordinary financial advisors. I think financial planning is still in its early stages here.

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How is a Financial Planner Different from an Advisor?

By Mark DiGiovanni, CFP

Before I jump into the main topic, allow me to address the potential distraction of “advisor” vs. “adviser.” Both spellings are technically correct for our purposes. I prefer “advisor” for a couple of reasons. First, I feel that “advisor” conveys a certain respectability and panache that “adviser” just seems to lack. Second, my broker-dealer refers to “advisory” services, and I don’t want my clients thinking one of us can’t spell.

Back to the main topic – is there a difference between a financial planner and a financial advisor, and, if so, what might that difference be?

Continue reading How is a Financial Planner Different from an Advisor?