Jeffrey 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.
Continue reading The Future of Financial Planning Across Borders is Already Here
“Paris is always a good idea.” — Audrey Hepburn
By Guy Bonduelle, CEO, Association Française des Conseils en Gestion de Patrimoine Certifiés (CGPC)
Springtime in Paris, for those who haven’t experienced it, is a delight – not only for the senses, but also for the mind. As clouds turn to sun, frigid winds become soft, cool breezes, and flowers and trees begin to bloom, it’s a wonderful time to think about new ideas and fresh perspectives.
Continue reading CGPC Invites Global Financial Planning Leaders to Paris
Willie Yiu, AFP has worked in financial services for 12 years. Graduating with a degree in financial planning, he worked with advisers and clients in Australia, Singapore, Taiwan and Hong Kong to devise holistic solutions to the problems faced by globe-trotting expatriates. In addition, he also ensured professional and compliance standards have been met by advisers.
The combination of experience in financial planning and his dedication to uphold its standards resulted in the highlight of Will’s career so far when he was awarded 2011 Hong Kong’s Best Financial Planner of the Year at the prestigious IFPHK/SCMP Financial Planner Awards. The Awards are co-organised by the Hong Kong Institute of Financial Planners and the South China Morning Post.
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Cora is currently the Vice President and a Board of Director of the National Exempt Market Association (NEMA) in Canada. Cora is also the editor of Exempt Edge Magazine, the Canadian industry trade publication on the exempt market/private equity. Cora has over ten years of experience and numerous industry accreditations. She holds a Bachelor’s degree from McGill University, a Master’s Degree (Finance and Controlling) from Swiss Management Center University and is currently a Doctoral candidate in Finance there as well.
Cora has had tenures with several financial institutions in the capacity of financial advisor, wealth management, investor services, retail banking, and financial planning. Her most recent previous position was as a Professor at Mount Royal University, where she
Continue reading Cora Pettipas, CFP
A financial adviser since 1990, Simon is a leader in his profession, combining a depth of knowledge, practical experience and skills with developed strategic planning and communication skills. Before Simon and his wife Rosemary (also a CFPCM professional) set up Hassan & Associates in 1995, Simon held advisory and management roles with a multinational financial institution. Before that he was a secondary teacher and assistant principal.
Over the years, Simon has been part of and led numerous committees and task forces, working closely with politicians, government officials and others on professional standards and emerging adviser regulation. A media commentator, popular speaker and writer, Simon also presents seminars for accountants and solicitors. Through Hassan Consulting he also
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Niraj Nanal is a Certified Financial Planner (CFPCM) and holds a Master of Business Administration (MBA-Marketing) degree. He specializes in advising to Medical Professionals and IT professionals. Niraj is the owner of NR Financial Consultants, a financial planning firm in Pune, India.
He has experience in training at various institutes and has also conducted presentations and awareness programs for medical and IT professionals. His hobbies include traveling and road biking.
By Joel Redmond, CFP
If you spend any time looking at financial legislation in the US, it’s no secret to you that financial abuses beget market disruptions, and market disruptions beget new laws. Regulation of IPOs began in 1933 after the Great Depression. Regulation of the exchanges followed a year later. Insiders made enormous profits in the 80s; their activities were outlawed in 1987.
Continue reading A Translation of the Dodd-Frank Wall Street Reform and Consumer Protection Act
Phil Billingham is a specialist who assists financial advisers and planning firms in surviving and thriving during periods of regulatory change. A Certified Financial Planner professional, Billingham is a director of the Board of the UK’s Institute of Financial Planning (IFP). He also sits on the Financial Planning Standards Board (FPSB) Regulation Advisory Panel, and was a member of the FPSB Professional Framework working group.
Billingham, who is also an Associate of the Chartered Insurance Institute (ACII), a Fellow of the Personal Finance Society, and a Chartered Financial Planner, ran his own consulting firm for 11 years before joining threesixty Services LLP as Head of Business Strategy in 2009.
A frequent speaker at financial planning conferences, Billingham
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