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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

Love the financial planning profession? Then lead it! FPSB Seeks Candidates for its 2015 Board of Directors

By Stephen O’Connor, CFP, Stephen O'Connor, CFP2009 Chairperson, Financial Planning Standards Board Ltd.

Each year, when Financial Planning Standards Board Ltd. (FPSB) seeks candidates to serve on its Board of Directors, I get a bit nostalgic. I served on the Board just as the global financial crisis began, and remember how proud I was to learn that those who had worked with a CFP professional were standing firm with their financial strategies.

Continue reading Love the financial planning profession? Then lead it! FPSB Seeks Candidates for its 2015 Board of Directors

Avoiding Regulatory Rigor Mortis

Tony Vidler By Tony Vidler, Former Chairperson of IFA, New Zealand

As with most of the developed world New Zealand has undergone significant regulatory reform in recent years. It has been done well by international comparison, though it is apparent that regulation alone will not create an advice profession. It may be a catalyst, but not a cure.

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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

Financial Planning For The Masses Works – As Long As You Can Really Reach The Masses!

By Michael Kitces, CFP

It has long been a criticism of financial planning that it is focused too far up the wealth scale. Financial planning firms in the US at best only start serving the “mass affluent” (typically defined as $100,000 to $1 million in investment assets), and the elite independent firms often have minimums of one or several million dollars.

Continue reading Financial Planning For The Masses Works – As Long As You Can Really Reach The Masses!

FPSB Meeting in Hong Kong

By Dennis Lau, IFPHK CEO

The Institute of Financial Planners of Hong Kong (IFPHK) is proud to host the upcoming Financial Planning Standards Board (FPSB) meeting at The Langham Hong Kong from 22-26 April. The IFPHK and FPSB have committed to putting together a conference week based on past success and the best Hong Kong has to offer to ensure we have a great and productive few days together. This year, much of the focus of discussion will be on growing the financial planning profession around the world.

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The Financial Planning Profession at War: Which Flag Do You Fly?

by Mark DiGiovanni, CFP

I grew up in New York State, but I’ve lived my entire adult life in Georgia. As a result, I’ve heard a lot about the American Civil War over the years. One of the most iconic symbols of the American Civil War is the Confederate Battle Flag, familiar to anyone who ever saw an episode of “The Dukes of Hazzard”.

Continue reading The Financial Planning Profession at War: Which Flag Do You Fly?

FPSB CEO Update: “The discussion needs to be planner AND adviser.”

By Noel Maye, FPSB CEO

During the first week of March, I joined FPSB’s Examinations Working Group, FPSB’s Experience & Continuing Professional Development (CPD) Working Group and the FPSB Standards Committee in Dubai, UAE. Altogether, we had 16 CFP professionals, academics and association leaders, put forward by FPSB member organizations, who worked for three days to present recommendations to the FPSB Standards Committee on education and assessment standards, and guidance for evaluating and promoting a meaningful global experience and CPD standard for CFP certification.

Continue reading FPSB CEO Update: “The discussion needs to be planner AND adviser.”

A Historic Day For Financial Planning in Australia

Sydney, 20 March 2013: The Financial Planning Association (FPA) has welcomed the government’s introduction of the legislation for enshrining the term “Financial Planner/ Adviser” into law today in Australia.

By Mark Rantall, CEO of FPA

This is a historic day for financial planning and for all Australians. The FPA has long called for ‘truth in labelling’ for the protection of consumers. The tabling of the legislation from the government responds to those calls. We welcome the introduction of the legislation and thank Minister Shorten for honouring his commitment.

Continue reading A Historic Day For Financial Planning in Australia