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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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The One Thing CFP Professionals Need to Succeed Right Now

Taylor Liao, CFPBy Taylor Liao, CFP, Chinese Taipei

CFP professionals are held to different education standards around the world. This is due to the differences in language, law and tax rules in the 24 territories where CFP certification is offered. One of the challenges that prevents students from earning their CFP certification in the first place and stops CFP professionals from renewing their certification is how to start a fee-based consulting practice.

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Point/Counterpoint: Is having a 30-hour CPD requirement every two years the most effective approach?

Phil Billingham CFP

Phil Billingham, CFP, United Kingdom:

CPD is probably the most misunderstood part of retaining your professional status. But the most critical. Many financial planners have treated CPD as a chore. As a tick box. As a ‘Points mean prizes’ exercise. That’s wrong. CPD is there to ensure our commitment to give just as good advice next year, next month, next week as we do now.

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Financial Planet Poll: Is the CPD you receive valuable to your growth as a financial planner?

Financial Planning Poll CPD

Financial Planners Should Want More Continuing Professional Development (CPD)

By Mark DiGiovanni, CFP, United States

.17123%.

You might think the preceding figure is the current interest rate on money market accounts. While that might be true, for this discussion that figure is the amount of time a CFP professional in the United States is required to spend Continuing Professional Development (CPD). It is equivalent to:

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