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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

Which Model is Better? Practicing Professionals vs. Full Service Firms

Suresh Sadagopan CFP IndiaBy 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

Anshul Srivastava, CFP

India

140516_pic_AnshulSrivastavaAnshul Srivastava is Co- Founder of Finance Wizards, an organisation into consultancy and training in the area of Finance in Mumbai, India. He has more than 12 years of industry experience. In his last assignment with FPSB India as Assistant Editor for Financial Planning Journal and lead trainer in knowledge management at FPSB India, Anshul has been instrumental in designing and delivering training programmes and looking after the editorial content of Financial Planning Journal, monthly flagship publication of FPSB India.

Continue reading Anshul Srivastava, CFP

How Altruism Can Help the Financial Planning Profession

Suresh Sadagopan CFP IndiaBy Suresh Sadagopan, CFP, India

What do we do to establish financial planning as a profession? What are the challenges ahead and how are we going to overcome them and move forward?

These are questions which we hear from time to time. There are as many prescriptions as there are practitioners. But there is a foundational principle we need to understand for a profession to be recognized as such.

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Why CFP Professionals Need Increased Education Standards

By Suresh Sadagopan, CFP, India

Financial planners offer advice to clients on financial matters, so it is necessary to have a level of knowledge and skill that is suitable to advise a client correctly. Ongoing, continuing education keeps financial planners current and allows them to maintain a competitive edge.

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Point/Counterpoint: Is the standard for CFP certification at the right level?

By Paul Rabenowitz, CFP, South Africa and Lovaii Navlakhi, CFP, India

Paul Rabenowitz, CFP, South Africa, says, “No, it should be higher!”

The FPSB website describes CFP professionals as ‘elite’ and ‘world-class’, but is this really the case?

Continue reading Point/Counterpoint: Is the standard for CFP certification at the right level?

Behavioral Finance: How to Help Clients Avoid Bad Investments

By Suresh Sadagopan, CFP, India

Do we change the fundamental course of our lives based on what is happening in our environment? We may do some course correction, but fundamental changes are unlikely and we most likely persist with what we have believed in all along.

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Regulatory Changes in India Affecting Financial Planners

Suresh Sadagopan CFP IndiaBy Suresh Sadagopan, CFP

“Times, they are a’ changing”, goes a song from times gone by. For the financial services industry, the changes have started coming in, fast and thick, since 2008.

The entire financial community was viewed with suspicion, with bankers bearing the brunt, for obvious reasons.

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10 Pieces of Advice for New Financial Planners

By Lovaii Navlakhi, CFP

I started out as a financial planner in 2001 without really meaning to. In between jobs, I began devoting time looking after portfolios of my friends and ex-colleagues. By the time my new job materialised, it was too late – I was hooked. I was thoroughly enjoying myself in this new role as a financial advisor.

Continue reading 10 Pieces of Advice for New Financial Planners