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Welcome to the global gathering place for the financial planning profession
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!
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. Continue reading FPSB Meeting in Hong Kong
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?
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.”
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
One of the newest countries to offer CFP certification is the Republic of Ireland. During a recent visit to the Emerald Isle I got to sit down with Paul Grimes the CEO of the Financial Planning Standards Board of Ireland to talk about financial planning and the growth of the profession in this island nation of 4.5 million people. Continue reading Irish Eyes Smile On Financial Planning
Nearly 25 years ago, financial planning luminary P. Kemp Fain put forth a rallying cry for the financial planning profession with the famous “One Profession, One Designation” refrain, suggesting that the CFP certification become the one true designation for determining whether someone was a financial planning professional and that financial planning couldn’t become a profession until it had a standard entry point. Continue reading Financial Planning: One Profession, One Designation |
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By Michael Kitces, CFP
By Dennis Lau, IFPHK CEO
by Mark DiGiovanni, CFP
By Noel Maye, FPSB CEO
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 Dan Candura, CFP 
By Michael Kitces, CFP