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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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FPSB Celebrates 10 Years in Shanghai

Hong XueBy Hong Xue, Chairperson, FPSB China

Financial Planning Standards Board China Ltd. is proud to co-host and be the destination location for the 2014 Financial Planning Standards Board (FPSB) Global Member Meeting in Shanghai the week of 26 – 31 October. This year both FPSB China and FPSB Ltd. are celebrating their 10th anniversary so we are excited to recognize our collective achievements with representatives attending from FPSB’s 25 member organizations.

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Love the financial planning profession? Then lead it! FPSB Seeks Candidates for its 2015 Board of Directors

By Stephen O’Connor, CFP, Stephen O'Connor, CFP2009 Chairperson, Financial Planning Standards Board Ltd.

Each year, when Financial Planning Standards Board Ltd. (FPSB) seeks candidates to serve on its Board of Directors, I get a bit nostalgic. I served on the Board just as the global financial crisis began, and remember how proud I was to learn that those who had worked with a CFP professional were standing firm with their financial strategies.

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Why CFP Professionals Are Better

Taylor Liao, CFPBy Taylor Liao, CFP, Chinese Taipei

In today’s financial industry, there are many salespeople who sell investment products unfairly to consumers. They use persuasion and manipulate the information to make their products seem favorable. Let’s use a foreign currency insurance product as an example:

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Avoiding Regulatory Rigor Mortis

Tony Vidler By Tony Vidler, Former Chairperson of IFA, New Zealand

As with most of the developed world New Zealand has undergone significant regulatory reform in recent years. It has been done well by international comparison, though it is apparent that regulation alone will not create an advice profession. It may be a catalyst, but not a cure.

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Point/Counterpoint: What Should the Regulatory Requirements Be for Financial Planners Expanding into New Territories?

Lovaii Navlakhi, CFPShould financial planners expanding their practice into new territories be required to meet all certification and regulatory requirements in the new territory, or should they be allowed to practice based on compliance with certification and regulatory requirements in their home territory?

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Positive Signs the CFP Professional Market is Growing in Taiwan

By Taylor Liao, CFP, Chinese Taipei

The biggest barrier to growing the number of CFP professionals in Taiwan is that the CFP certificants can’t see a clear and bright future for the profession. Most of them have no idea about how to use this certification to benefit themselves.

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CFP Certification at a Turning Point in Taiwan

By KP Liu, CFP, CEO of FPAT

Financial Planning Association of Taiwan (FPAT) is a standards setting body with limited resources on hand. Unlike certification organizations in other territories, FPAT is not involved in the education piece of the CFP certification program, with the end result being that FPAT has limited financial resources.

One of the main reasons Taiwan is facing declining growth in CFP certificants is simply because the market receptiveness towards the “financial planning” concept is very low.

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