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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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CGPC Invites Global Financial Planning Leaders to Paris

FPSB 2015 Global Member Meeting in Paris“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.

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Willie Yiu, AFP

Hong Kong

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 Pettipas, CFP

Canada

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

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Simon Hassan, CFP

New Zealand

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, CFP

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.

A Translation of the Dodd-Frank Wall Street Reform and Consumer Protection Act

Joel Redmond, CFP 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.

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