Top blogs, business tips, and more!

Subscribe to our newsletter

What do you think?

What do you feel is the most valuable service you receive from being a part of your local Financial Planning Services Board (FPSB) member organization?

View Results

Loading ... Loading ...


Learn about certification in your territory


View blogs by territory


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:


Welcome to the global gathering place for the financial planning profession
Financial Planner Blog

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:

Continue reading Why CFP Professionals Are Better

Point/Counterpoint: What is the most valuable aspect of CFP certification?

Tony Vidler

By Tony Vidler, Former Chairperson of IFA, New Zealand

There are two primary aspects of CFP certification that are valuable, the first being the holistic nature of the certification program, covering as it does all of the essential elements of comprehensive personal financial planning.

The second and more valuable aspect though is the rigor of the program and the technical quality of practitioner who evolves from that.

There are secondary benefits of course that are valuable also, such as creating a clear quality mark that assists consumers to confidently choose a professional adviser from amidst the market noise.

Continue reading Point/Counterpoint: What is the most valuable aspect of CFP certification?

Differentiating Characteristics of Financial Planning

Jae young Yang - CFP Koreaby Jaeyoung Yang, CFP

I would define a financial planner as a professional who assists their clients and their clients’ families in living a rewarding and fulfilling life without financial difficulty and conflicts. Unlike other professionals, financial planners perform the job of planning lives. Specifically, what values and characteristics differentiate financial planners from other professionals?

Continue reading Differentiating Characteristics of Financial Planning