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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

The Last Great Derivatives Trade of the 21st Century

Joel Redmond, CFPBy Joel Redmond, CFP, United States

The derivatives markets have gotten a bad rap in the recent past. In one sense, this is rightly so. The term credit default swap will never have the same connotation it had prior to 2008. Collateralized debt obligations have made investors warier than they used to be.

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Financial Formulas: How To Express a Client’s Life in Numbers

By Joel Redmond, CFP, United States

Life doesn’t always go according to formula, but formulas play a much bigger part in our lives than we might think. For example, one popular formula is used in every love story: boy meets girl, boy loses girl, boy wins girl back.

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Financial Planners: You’ll Never Know It All

By Joel Redmond, CFP, United States

The more we study finance, the more we must come to the abrupt and inevitable realization that there is never an end to what we can learn. In the Hans Christian Andersen fairy tale The Garden of Paradise, the prince visiting the garden notices the different fruits on the trees.

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How to Think Like a CEO and Help Clients Prepare for Transition

By Joel Redmond, CFP

“The world has changed. I see it in the water. I feel it in the earth. I smell it in the air. Much that once was is lost, for none who now live remember it.” - J. R. R. Tolkien

Many commonplace activities we thoughtlessly undertake today are, in fact, miracles – things undreamed of by previous generations.

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My Defining Moment at the Dentist & Why I’m a Financial Planner

By Joel Redmond, CFP

After you reach a certain level of success in finance, I think there are times when every planner experiences a period of “going through the motions.” Client reviews feel forced and mechanical. Ascertaining client dreams seems prosaic and vapid.

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Client Execution: a Time to Plan, and a Time to Act

By Joel Redmond, CFP

“Lights…camera…planning!”

This isn’t the way we envision Hollywood, is it? Yet the way we often deal with clients, and the science of our profession in general, seems to be thoroughly imbued with a tendency to analyze, vivisect, examine, and consider – but not always the more important tendency to compel, persuade, and influence clients to take action.

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Understanding Clients is the Real Job of Financial Planners

By Joel Redmond, CFP

One of the most fundamental human tendencies is to simplify. Someone asked Richard Feynman, the famous Caltech professor and theoretical physicist who shared the 1965 Nobel Prize with two other scientists, to define what he had done to win the prize – in one sentence. And Feynman’s reply was analogous to “if I could describe it in one sentence, it wouldn’t have won me the Nobel Prize.”

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How to use Client Segmentation in your Financial Planning Practice

By Joel Redmond, CFP

Humans seem to have an instinct for categorization that is truly congenital – most of our early learning is based on prior generations’ efforts at listing, organizing, prioritizing. In chemistry we learn the diagram of a hundred or so substances that all matter consists of.

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