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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

Integrity: An Old-Fashioned Virtue?

By Alec Riddle, CFP

Every week we read another headline about corruption, fraud, tax evasion, manipulated tenders and the like and unfortunately it’s invariably all happening at leadership level. So the question we have to ask ourselves is, are the Leaders of today corrupt and lacking in integrity?

Robert Hoyk and Paul Hersey say that the disconcerting answer is that these leaders are no different than any of us. “With the advent of Social Psychology, which is the behaviour of individuals in groups, we have learned that the influence of the situation often overpowers the influence of personality.

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Financial Planning Gaining Momentum in South Africa

By Alec Riddle, CFP

The financial planning profession in South Africa has come a long way over the past decade or so, but it still has a long way to go.

The Financial Planning Institute (FPI) and the Financial Services Board (FSB) in South Africa, and Financial Planning Standards Board (FPSB) have all made great strides, but I believe that financial planners and CFP professionals need to be doing more.

Continue reading Financial Planning Gaining Momentum in South Africa