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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

The Matchmaker: Finding Suitability through KYC & KYP

Cora Pettipas, CFPBy Cora Pettipas, CFP, Canada

A client meeting is like a traditional dance, there are mechanical steps you have to memorize and practice to the point where you can make it look graceful and easy. Within this dance, an Advisor plays matchmaker, paring clients and the best possible investment solutions to meet the client’s investment goals.

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Will your financial planning clients really reach their goals?

Taylor Liao, CFPBy Taylor Liao, CFP, Chinese Taipei

Every client’s situation is different making it impossible to use the same model for every client. I start over with every case I handle because each client has a unique problem that requires me to be patient and accompany them through the financial planning process. In this blog, I will share with you things I’ve learned through many years of financial planning practice experience.

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How Does your Advice Process Reflect the Findings of Behavioral Finance?

By Taylor Liao, CFP, Chinese Taipei

As a financial planner, it was hard for me to understand what it was like for my clients. Consumers get their information from and are influenced by several mediums such as the media and product sellers. Banks or fund houses, for the sake of selling more products, will release market information that a market has potential to grow in the future and usually this information causes consumers to invest, no matter how high the price of the fund is.

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How to Keep Your Clients Coming Back

Lovaii Navlakhi CFP IndiaBy Lovaii Navlakhi, CFP

Trust is the cornerstone of the planner-client relationship and the single most important thing that can make or break this relationship. But where does it start? The client does not come to you on day one and say, ‘I trust you; you are my financial advisor for life’— it is something that evolves and has to be earned.

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How to Use the Transtheoretical Model of Change to Motivate Clients

By Taylor Liao, CFP

Have you ever experienced clients who appear happy to see you, listen carefully to your suggestions, and then don’t make any of your suggested changes? Why does this happen? You did everything right: you studied the clients’ financial situations, analyzed their data, and provided a comprehensive suggestion.

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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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Understanding Clients is the Real Job of Financial Planners

By Joel Redmond, CFP

One of the most fundamental human tendencies is to simplify. Someone asked Richard Feynman, the famous Caltech professor and theoretical physicist who shared the 1965 Nobel Prize with two other scientists, to define what he had done to win the prize – in one sentence. And Feynman’s reply was analogous to “if I could describe it in one sentence, it wouldn’t have won me the Nobel Prize.”

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Client Engagement Segmentation: Seeing Clients for More than Their Money

By Phil Billingham, CFP

The story goes something like this.

“Dear client, I’m a financial planner, which is different from a sales person. We don’t sell products; we actually care about you, and look after you.”

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