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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

Fee Disclosure and Why Financial Advisers Should Be More Like Athletes

By Dan Candura, CFP, United States

With all the controversy surrounding the use of performance enhancing drugs by professional athletes, it would seem strange to advocate that financial advisers should emulate them. I certainly don’t suggest that our profession take on the “win at any cost” mentality that pervades sports. But, there is one area where I think the practices of sports teams can help our profession.

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Financial Formulas: How To Express a Client’s Life in Numbers

By Joel Redmond, CFP, United States

Life doesn’t always go according to formula, but formulas play a much bigger part in our lives than we might think. For example, one popular formula is used in every love story: boy meets girl, boy loses girl, boy wins girl back.

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Financial Planners: You’ll Never Know It All

By Joel Redmond, CFP, United States

The more we study finance, the more we must come to the abrupt and inevitable realization that there is never an end to what we can learn. In the Hans Christian Andersen fairy tale The Garden of Paradise, the prince visiting the garden notices the different fruits on the trees.

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The Financial Planning Profession at War: Which Flag Do You Fly?

by Mark DiGiovanni, CFP

I grew up in New York State, but I’ve lived my entire adult life in Georgia.  As a result, I’ve heard a lot about the American Civil War over the years. One of the most iconic symbols of the American Civil War is the Confederate Battle Flag, familiar to anyone who ever saw an episode of “The Dukes of Hazzard”.

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10 Tips For New Financial Planners To Maximize Career Progression

By Michael Kitces, CFP

Getting started as a financial planner is difficult. Although not quite the ugly environment of decades ago, where every prospective advisor was simply thrown out into the cold to fend for themselves trying to find clients in a brutal demonstration of natural selection and survival of the fittest, the fact that financial planning is still dominated by small firms with limited experience in hiring and training makes formal career paths rare.

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How to Think Like a CEO and Help Clients Prepare for Transition

By Joel Redmond, CFP

“The world has changed. I see it in the water. I feel it in the earth. I smell it in the air. Much that once was is lost, for none who now live remember it.” - J. R. R. Tolkien

Many commonplace activities we thoughtlessly undertake today are, in fact, miracles – things undreamed of by previous generations.

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Point, Counterpoint: What is the Best Way to Build Consumer Trust?

By Phil Billingham, CFP and Mark DiGiovanni, CFP

Phil Billingham, CFP from the UK says disassociation from product providers:

Disclosure is a failed way of making “Buyer Beware / Caveat Emptor” work, which will always fail. Asymmetry of knowledge is too great. To be trusted, we must be trustworthy, and trust. 

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My Defining Moment at the Dentist & Why I’m a Financial Planner

By Joel Redmond, CFP

After you reach a certain level of success in finance, I think there are times when every planner experiences a period of “going through the motions.” Client reviews feel forced and mechanical. Ascertaining client dreams seems prosaic and vapid.

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