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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 Effects of Retail Distribution Review (RDR) on Consumers

Marlene Shalton CFP Great BritainBy Marlene Shalton, CFP

From January 2013, advisers and planners in the UK will have had to fulfil the Retail Distribution Review’s (RDR) requirements if they are to continue trading under the new rules laid down by the UK’s regulator, the Financial Services Authority (FSA).

Continue reading The Effects of Retail Distribution Review (RDR) on Consumers

Charging Fees: Breaking the Myths

Marlene Shalton CFP Great BritainBy Marlene Shalton, CFP

January 2013 heralds a new dawn for financial advisers and planners in the UK with the requirements of the Retail Distribution Review (RDR) to be implemented. Amongst the raising of standards of qualifications and gap-filling of knowledge, the introduction of “adviser charging” will probably prove to be the most challenging, for some.

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Focused Advice is not Really Financial Planning

Marlene Shalton CFP Great BritainBy Marlene Shalton, CFP

I am often asked what area of work I specialise in and I always reply, “financial planning”. In addition, I consider that I undertake ‘comprehensive’ financial planning and not ‘holistic’. The latter means you have to cover every aspect of your advice and could lead you wanting, whereas the former is extensive, covering most.

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New Years Resolutions: How to Set Goals and Stick To Them

Marlene Shalton CFP Great BritainBy Marlene Shalton, CFP

The idea of a new year and a new start is fine in principle, but most resolutions, it seems, that are made on January 1st are broken before the month is out.

I generally do not make New Year resolutions but instead revisit the goals I set last year, normally with my husband, and set different ones as well. By setting specific, measurable, attainable and realistic objectives for the short, medium and long-term, there is a sense that they are likely to be achieved.

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Extra! Extra! Professional Ethics News to the Fourth Estate

Marlene Shalton CFP Great BritainBy Marlene Shalton, CFP

Trust seems to be at an all-time low in the field of journalism here in the UK, due to the unethical stance of some newspaper reporters and the exposure of telephone hacking. What surprised me, listening to a recent discussion about it, is one journalist who defended the actions with regard to celebrities, who “were up for it anyway.”

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