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Welcome to the global gathering place for the financial planning profession
Phil Billingham, CFP from the UK says disassociation from product providers:Disclosure is a failed way of making “Buyer Beware / Caveat Emptor” work, which will always fail. Asymmetry of knowledge is too great. To be trusted, we must be trustworthy, and trust. Continue reading Point, Counterpoint: What is the Best Way to Build Consumer Trust?
In India, about 10 or 20 years ago, if you were lucky enough to have a relative who was an insurance agent, your family would receive financial advice. With growing complexity in financial products, more people started looking for somebody to help them make the right decisions. Continue reading Trends in the Financial Planning Industry
Brazil has in recent years had an enormous growth in the number of people enrolled in universities. The most important impact of this growth takes place in individual terms, since people who now have access to advanced studies end up with possibilities they would not have had before. Continue reading Financial Education in Universities: Why Not?
By Mukesh Dedhia, CFP It is established that it is impossible to succeed in the modern world without the ability to read and write (literacy), so, based off that assumption, it would be impossible to succeed in the present-day financial system without knowing the abc’s of economics and finance (financial literacy). Individuals spend about 25 years of their life or more to gain knowledge in their respective profession. Continue reading Global Financial Literacy: What to do about the Uneducated Public 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? Continue reading How to Run a Successful Financial Planning Firm and Why So Many Others Fail
The work of financial planning requires a financial planner to have professional knowledge in varied fields. It is, of course, not an easy matter for one individual to acquire all of the professional knowledge necessary for financial planning. In addition, financial planning is not so much a theoretical science but a practical one, with shorter history than such sciences as economics, business management, and psychology. Continue reading A Well-Rounded Education is the Key to Financial Planning
“Call ten people, make three appointments. One of them will cancel, one won’t be interested, and the third will make you a sale.” That golden rule, along with some explanation of how to calculate premiums from the company rate book, was the essence of my first training course as an insurance agent in 1987 – the background of many of Australia’s financial advisers. Continue reading Behavioral Finance Or Bust!
If we look at colleagues and financial planners around us, we find that they are all very distinct people. They are different from each other in terms of age, profession, school they attended, hometown, and the environments in which they grew up. Continue reading Rich Life Experience is what Differentiates Financial Planners |
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By Phil Billingham, CFP and Mark DiGiovanni, CFP
By Mukesh Dedhia, CFP
By Martin Iglesias, CFP
By Taylor Liao, CFP
by Jaeyoung Yang, CFP
By Patrick Canion, CFP
by Daehong Kwon, CFP