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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Philipp E. Ross published in August 2006 a study in Scientific American named “The Expert Mind” which pointed out that to achieve a state of full expertise in a particular subject one needs 10 years of experience.
Before that, in 1993 the psychologist Anders Ericsson, wrote an article proposing the rule of 10 hours, stating that the stage of excellence can only be achieved after practicing a subject for a such number of years.
Last month, as the Academy Awards experienced its ups and downs, I was able to experience a flawless show in São Paulo, Brazil, as a guest of FPSB’s member organization Instituto Brasileiro de Certificação de Profissionais Financeiros (IBCPF).
I’m better off now than I was before in some ways. In the past when I wanted to read a book published in the American market, I had to go to an American site, purchase it and wait a few weeks until I received it in my apartment, in Sao Paulo. Now it’s different, with my new e-reader, I can have a book that would take weeks to have in just a few seconds.
We all know the importance of personal financial planning, however there has always been a difficulty to quantify its real value. When a client wants to know if it is worth hiring a financial planner, it is difficult to show them quantitative proof.
The issue of classifying clients, according to their needs and behaviors, is something I’ve been working on for many years. This issue, in my point of view, becomes more important as a financial planner’s client portfolio grows and the planner doesn’t necessarily have a close relationship with all of their clients.
I would like to start this blog by stating that I am not an expert in social media, therefore, my intention is not to lecture but to make suggestions and explore new ways to move forward.
Brazil has in recent years had an enormous growth in the number of people enrolled in universities. The most important impact of this growth takes place in individual terms, since people who now have access to advanced studies end up with possibilities they would not have had before.
I understand the way financial planners are paid is one of the main issues to consider when we think of how we want to be seen by our clients and society in general. In the end, it is appropriate that our form of remuneration is perfectly aligned with our value proposition.
Financial Planning Standards Board Ltd. owns the marks above outside the U.S.
and permits qualified individuals to use these marks to indicate that they have met FPSB's initial and ongoing certification requirements.
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By Martin Iglesias, CFP
