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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

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.

Continue reading Will your financial planning clients really reach their goals?

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 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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Proper Communication for Better Client Relationships

 By Taylor Liao, CFP

When financial planners discuss client classification, they typically talk about the type of client that they want to work with. Some may choose high net worth clients because they pay more and have more assets to manage. There is only one type of client that I will not work with.

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Clear Expectations Lead to Longer Lasting Relationships

By Suresh Sadagopan, CFP

Believe it or not – we are constantly trying to sell, convince or persuade people to agree with our way of thinking. This is irrespective of what we do in life.

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Client Relationship Building Through Social Media and Technology

By Patrick Canion, CFP

Advances in technology provide wonderful opportunities for advisers to improve their client interactions and make the client advice experience more tangible and fun.  Just ask yourself, what has a greater ‘wow’ factor: sitting with a client drawing a diagram on paper, or swapping an ipad with them that wirelessly projects the image onto a 55 inch display on the wall of your meeting room? 

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