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IBCPF’s 4th Seminar on Financial Planning

By Martin Iglesias, CFP, Brazil

On May 4, more than 300 professionals gathered in São Paulo to discuss the direction and trends for the profession of personal financial planning. The discussion was at a seminar sponsored by IBCPF (Brazilian Institute for the Certification of Financial Professionals).

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Financial Planning in Brazil and the 10 Years Rule

By Martin Iglesias, CFP

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 10,000 hours, stating that the stage of excellence can only be achieved after practicing a subject for a such number of hours.

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FPSB CEO Update: And the Award Goes To…

By Noel Maye, FPSB CEO

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).

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Proper Communication About Planning for Unexpected Events

By Martin Iglesias, CFP

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.

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Proving the Value of Financial Planning

By Martin Iglesias, CFP

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.

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Client Segmentation for Financial Planners

By Martin Iglesias, CFP

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.

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5 Clever Tips for Social Media Success

By Martin Iglesias, CFP

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.

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Financial Education in Universities: Why Not?

By Martin Iglesias, CFP

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.

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