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The Matchmaker: Finding Suitability through KYC & KYP

Cora Pettipas, CFPBy Cora Pettipas, CFP, Canada

A client meeting is like a traditional dance, there are mechanical steps you have to memorize and practice to the point where you can make it look graceful and easy. Within this dance, an Advisor plays matchmaker, paring clients and the best possible investment solutions to meet the client’s investment goals.

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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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FPSB Seeks Candidates for 2015 Board of Directors

Steve Helmich

Financial Planning Standards Board Ltd. requests your assistance to find qualified candidates for one open position on the 2015 FPSB Board of Directors (for a four-year term, beginning 1 April 2015).

To be considered by the FPSB Nominating Committee, candidates must meet the following requirements:

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The Last Great Derivatives Trade of the 21st Century

Joel Redmond, CFPBy Joel Redmond, CFP, United States

The derivatives markets have gotten a bad rap in the recent past. In one sense, this is rightly so. The term credit default swap will never have the same connotation it had prior to 2008. Collateralized debt obligations have made investors warier than they used to be.

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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.

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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.

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Enriching the Client: The Value of Financial Planning

Cora Pettipas, CFP

By Cora Pettipas, CFP, Canada

The most precious resources in life are health, love, time and money. If a CFP professional helps a client with their money, it also indirectly, but greatly, enhances the three other areas. Clients who have a financial planner are less stressed, understand their priorities and resource allocations, and therefore have more energy to put into their life.

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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.

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