Categories

A sample text widget

Etiam pulvinar consectetur dolor sed malesuada. Ut convallis euismod dolor nec pretium. Nunc ut tristique massa.

Nam sodales mi vitae dolor ullamcorper et vulputate enim accumsan. Morbi orci magna, tincidunt vitae molestie nec, molestie at mi. Nulla nulla lorem, suscipit in posuere in, interdum non magna.

Did Debt Kill the Retirement Dream?

Commercial Photography at Olympia TrustA Discussion of Financial Planning and the Challenges of Modern Retirement Planning

By Cora Pettipas, Vice President and a Board of Director of the National Exempt Market Association (NEMA) in Canada

We have all dreamt of it, usually after a particularly demanding period of work. Cleaning off our desk, and departing indefinitely from the office, idealizing a permanent beach vacation (or functional equivalent). Retirement is defined as when a person ceases working voluntarily, as they have built up enough resources and income entitlements to do so. However, the new retirement will likely mean something else, whether it be partial retirement, career change, or retiring later.

Continue reading Did Debt Kill the Retirement Dream?

FPSB Celebrates 10 Years in Shanghai

Hong XueBy Hong Xue, Chairperson, FPSB China

Financial Planning Standards Board China Ltd. is proud to co-host and be the destination location for the 2014 Financial Planning Standards Board (FPSB) Global Member Meeting in Shanghai the week of 26 – 31 October. This year both FPSB China and FPSB Ltd. are celebrating their 10th anniversary so we are excited to recognize our collective achievements with representatives attending from FPSB’s 25 member organizations.

Continue reading FPSB Celebrates 10 Years in Shanghai

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:

Continue reading Why CFP Professionals Are Better

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.

Continue reading Enriching the Client: The Value of Financial Planning

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.

Continue reading Point/Counterpoint: What is the most valuable aspect of CFP certification?

Why CFP Professionals Need Increased Education Standards

By Suresh Sadagopan, CFP, India

Financial planners offer advice to clients on financial matters, so it is necessary to have a level of knowledge and skill that is suitable to advise a client correctly. Ongoing, continuing education keeps financial planners current and allows them to maintain a competitive edge.

Continue reading Why CFP Professionals Need Increased Education Standards

Positive Signs the CFP Professional Market is Growing in Taiwan

By Taylor Liao, CFP, Chinese Taipei

The biggest barrier to growing the number of CFP professionals in Taiwan is that the CFP certificants can’t see a clear and bright future for the profession. Most of them have no idea about how to use this certification to benefit themselves.

Continue reading Positive Signs the CFP Professional Market is Growing in Taiwan

Point/Counterpoint: How important is initial and ongoing education to being a successful financial planning professional?

Simon Hassan, CFP, New Zealand:

Not only is it necessary to attain and maintain your knowledge and skills, it is also a sign of your commitment to being part of a profession that puts clients first. As research shows, it will also probably improve your income and the long-term value of your business.

Continue reading Point/Counterpoint: How important is initial and ongoing education to being a successful financial planning professional?