By 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
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?
by 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