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The Future of Financial Planning Across Borders is Already Here

Jeff Kenney, FPSB Director of Certification and StandardsJeffrey F. Kenney, FPSB Ltd. Director of Standards and Certification

The future of financial planning will be global and for many professionals it already is. To address the wants and needs of financial planners and their clients now and in the future, the Financial Planning Standards Board Ltd. (FPSB) has begun to develop a model that would allow CFP professionals to become certified in more than one territory using a standardized process.

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FPSB Celebrates 10 Years in Shanghai

Hong XueBy Hong Xue, Chairperson, FPSB China

Financial Planning Standards Board China Ltd. is proud to co-host and be the destination location for the 2014 Financial Planning Standards Board (FPSB) Global Member Meeting in Shanghai the week of 26 – 31 October. This year both FPSB China and FPSB Ltd. are celebrating their 10th anniversary so we are excited to recognize our collective achievements with representatives attending from FPSB’s 25 member organizations.

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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.

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FPSB Seeks Candidates for 2015 Board of Directors

Steve Helmich

Financial Planning Standards Board Ltd. requests your assistance to find qualified candidates for one open position on the 2015 FPSB Board of Directors (for a four-year term, beginning 1 April 2015).

To be considered by the FPSB Nominating Committee, candidates must meet the following requirements:

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Financial Planning in Brazil and the 10 Years Rule

By Martin Iglesias, CFP

Philipp E. Ross published in August 2006 a study in Scientific American named “The Expert Mind” which pointed out that to achieve a state of full expertise in a particular subject one needs 10 years of experience.

Before that, in 1993 the psychologist Anders Ericsson, wrote an article proposing the rule of 10,000 hours, stating that the stage of excellence can only be achieved after practicing a subject for a such number of hours.

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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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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.

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FPSB CEO Update: And the Award Goes To…

By Noel Maye, FPSB CEO

Last month, as the Academy Awards experienced its ups and downs, I was able to experience a flawless show in São Paulo, Brazil, as a guest of FPSB’s member organization Instituto Brasileiro de Certificação de Profissionais Financeiros (IBCPF).

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