By Suresh Sadagopan, CFP, India
Some people think that financial planners and advisors practicing as professionals are better than those running a business. The general view I have heard is that when someone is practicing in the profession, they are more passionate, client-centric and closer to their clients.
Continue reading Which Model is Better? Practicing Professionals vs. Full Service Firms
By Taylor Liao, CFP
The financial planning profession faces a lot of challenges including a general lack of awareness from the public, competing designations that confuse the public, lack of regulation, and people claiming to be “financial planners” when they are not qualified.
Continue reading Practice Challenges Facing Financial Planners
by Mark DiGiovanni, CFP
I grew up in New York State, but I’ve lived my entire adult life in Georgia. As a result, I’ve heard a lot about the American Civil War over the years. One of the most iconic symbols of the American Civil War is the Confederate Battle Flag, familiar to anyone who ever saw an episode of “The Dukes of Hazzard”.
Continue reading The Financial Planning Profession at War: Which Flag Do You Fly?
By Noel Maye, FPSB CEO
During the first week of March, I joined FPSB’s Examinations Working Group, FPSB’s Experience & Continuing Professional Development (CPD) Working Group and the FPSB Standards Committee in Dubai, UAE. Altogether, we had 16 CFP professionals, academics and association leaders, put forward by FPSB member organizations, who worked for three days to present recommendations to the FPSB Standards Committee on education and assessment standards, and guidance for evaluating and promoting a meaningful global experience and CPD standard for CFP certification.
Continue reading FPSB CEO Update: “The discussion needs to be planner AND adviser.”