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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

Point, Counterpoint: Can fee-only financial planners serve smaller clients effectively?

Phil Billingham, CFP says yes:

As an argument for staying on commission, it’s right up there with ‘But my clients won’t pay fees’. It’s ‘If I move to fees, my older/smaller clients will not be able to afford me’. To translate this, the argument is that ‘I will have to stop looking after them because they will not be profitable enough’.

Continue reading Point, Counterpoint: Can fee-only financial planners serve smaller clients effectively?

Regulation Challenges Facing Financial Planners

By Taylor Liao, CFP

The enactment of the Dodd-Frank Wall Street Reform and Consumer Protection Act of 2010 (Dodd-Frank Act) brings a new era of regulation focused on promoting transparency and accountability in the US.

Continue reading Regulation Challenges Facing Financial Planners

Does a Commission Ban Actually Help Consumers?

By Michael Snowdon, CFP

In case you have missed the trend, financial regulators are on the move. While this is not true everywhere, it is becoming increasingly prevalent around the world. One of the big areas of concern is how financial folks, including planners, get paid.

Continue reading Does a Commission Ban Actually Help Consumers?