Top blogs, business tips, and more!

Subscribe to our weekly newsletter:





What do you think?

How frequently are you faced with cross-border issues such as clients moving from one territory to the next, clients holding assets in other countries, etc.?

View Results

Loading ... Loading ...

 

Learn about certification in your territory

 

View blogs by territory

 

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:


 

Welcome to the global gathering place for the financial planning profession
Financial Planner Blog

KISS Rule: Keep It Simple Planners!

Jae young Yang - CFP KoreaBy Jaeyoung Yang, CFP

The KISS (Keep It Simple, Stupid!) rule is a communication strategy used in advertising. The philosophy of the KISS rule in advertising is to encourage people to make a purchase with direct, simple messages that are easily understood. Most well-known speakers use this rule to make their messages clear and moving.

Continue reading KISS Rule: Keep It Simple Planners!

International Financial Planning is the Future

Jae young Yang - CFP KoreaBy Jaeyoung Yang, CFP

Every day, your location becomes less and less important. In the past, people lived in a region, and it made up their entire world. A person’s location no longer restricts them from experiencing the rest of the world. Our environment is constantly changing, due to the development of vehicles, ships, airplanes etc.

Continue reading International Financial Planning is the Future

Job Perks of Financial Planning

Jae young Yang - CFP Koreaby Jaeyoung Yang, CFP

It has been quite a while since the profession of financial planning was first introduced to Korea. However, it was only a few years ago that the general public became aware of the term, financial planning, and started to show their desire to receive the service.

Continue reading Job Perks of Financial Planning

Differentiating Characteristics of Financial Planning

Jae young Yang - CFP Koreaby Jaeyoung Yang, CFP

I would define a financial planner as a professional who assists their clients and their clients’ families in living a rewarding and fulfilling life without financial difficulty and conflicts. Unlike other professionals, financial planners perform the job of planning lives. Specifically, what values and characteristics differentiate financial planners from other professionals?

Continue reading Differentiating Characteristics of Financial Planning

A Well-Rounded Education is the Key to Financial Planning

Jae young Yang - CFP Koreaby Jaeyoung Yang, CFP

The work of financial planning requires a financial planner to have professional knowledge in varied fields. It is, of course, not an easy matter for one individual to acquire all of the professional knowledge necessary for financial planning. In addition, financial planning is not so much a theoretical science but a practical one, with shorter history than such sciences as economics, business management, and psychology.

Continue reading A Well-Rounded Education is the Key to Financial Planning

Comprehensive Advice is the Foundation for Scaled Advice

Jae young Yang - CFP Koreaby Jaeyoung Yang, CFP

Financial planning is a process that establishes a necessary financial goal for each stage of life and implements successive actions to achieve it, so that one can live a fulfilling life without financial difficulties. Most people want scaled financial planning in a particular scope such as investment planning, retirement planning, estate planning, etc.

Continue reading Comprehensive Advice is the Foundation for Scaled Advice

Financial Regulation Can Be a Poison and a Medicine

Jae young Yang - CFP Koreaby Jaeyoung Yang, CFP

A job that requires a high level of professionalism involves many characteristics that cannot be easily accessed or comprehended by ordinary people, as well as many regulations that the profession has to comply with to protect clients’ interests. Financial planners have to abide by many regulations concerning recommendations of financial products associated with the practice of financial planning.

Continue reading Financial Regulation Can Be a Poison and a Medicine

Financial Planning Resolutions: Read the Changes and Walk a Step Forward

Jae young Yang - CFP KoreaBy Jaeyoung Yang, CFP

What kind of plans and resolutions should a financial planner have for the New Year? A financial planner suggests financial plans to clients and assists them in their implementations, providing continued monitoring. Therefore, he or she ought to continue to develop new plans for clients’ financial planning to incorporate them in his or her portfolio. In a new year, governments revise laws and regulations, some of which concern financial planning.

Continue reading Financial Planning Resolutions: Read the Changes and Walk a Step Forward