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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

How to Connect with Clients Better

By Taylor Liao, CFP  

What is the key to being a competent financial planner: skills, knowledge or something else? The answer may not be how professional one acts or how amazing their presentation is: thick stacks of paper with fancy drawings that deliver the perfect solution for the clients every time.

Continue reading How to Connect with Clients Better

Tags: , , , , | Category: Clients First, Fiduciary Responsibility, Professionalism, Taiwan Finance | 4 comments

Remuneration Model: Which One is Best?

 By Suresh Sadagopan, CFP

The perception most planners have is that clients will not pay for advice. This somehow has been so ingrained into the psyche of players in the financial services space that it is taken for gospel. However, as with any kind of generalization, this is just a myth.

Continue reading Remuneration Model: Which One is Best?

Tags: , , | Category: Clients First, Fiduciary Responsibility, Financial Regulation, Financial Services Compensation | 4 comments