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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

Financial Education = Happier People

Junesoo Chang, CFP

By Junesoo Chang, CFP

Everyone agrees that personal financial stability is a necessary condition for happiness in life. Unfortunately, no one can learn how to attain financial stability in school, because formal education pays little attention to the topic. Even after graduation there is little chance to learn it readily. One of the reasons may be that achieving one’s financial goals is an on-going process that can last for an entire lifetime. It cannot be taught in one sitting.

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Financial Planning Literacy: Q&A with Taylor Liao, CFP

Q: If consumers knew more about financial planning, do you think they would be seeing planners/advisors?

A: The most difficult thing in the way of developing the financial planning profession is that the public isn’t aware of the necessity of planning in their lives. Financial planning literacy will help them to have a basic knowledge of financial planning.

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Financial Literacy Month: How to Spread Financial Literacy in your Firm and Community

By Michael Snowdon, CFP

FPSB’s Financial Planner Code of Ethics and Professional Responsibility creates the foundation for CFP professionals. Principle number 1 – Client First – is the cornerstone of that document. Here is what it says:

Place the client’s interest first. Placing the client’s interests first is a hallmark of professionalism, requiring the financial planning professional to act honestly and not place personal gain or advantage before the client’s interests.

Continue reading Financial Literacy Month: How to Spread Financial Literacy in your Firm and Community