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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

Simple Communication and Complex Financial Products

Mukesh Dedhia, CFP, IndiaBy Mukesh Dedhia, CFP

“Let’s uncomplicate!” is the slogan of one of the health insurance products in India and I find great sense in its application for all aspects of life. We are fortunate that God has given humans complex minds to think and that is what makes us superior to animals.

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My Life as a Financial Planner

Mukesh Dedhia, CFP, IndiaBy Mukesh Dedhia, CFP

I would like to tell you the story of my life, and it might even inspire some of you to become financial planners.

As a student, I never dreamed I would be a full-fledged wealth manager, but for the past 10 years, I have been doing just that.

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Ethical Responsibility for the Benefit of Society

Mukesh Dedhia, CFP, IndiaBy Mukesh Dedhia, CFP

The man who will use his skill and constructive imagination to see how much he can give for a dollar, instead of how little he can give for a dollar, is bound to succeed.” -Henry Ford

I completely agree with Mr. Ford’s thought, that until you possess a clean character and sincerity of serving others to your best ability, without any expectations, the ultimate aim of helping does not get fulfilled.

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Trends in the Financial Planning Industry

Mukesh Dedhia, CFP, IndiaBy Mukesh Dedhia, CFP

In India, about 10 or 20 years ago, if you were lucky enough to have a relative who was an insurance agent, your family would receive financial advice. With growing complexity in financial products, more people started looking for somebody to help them make the right decisions.

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From the Ice Age to the Internet Age

Mukesh Dedhia, CFP, IndiaBy Mukesh Dedhia, CFP

“Change is the law of life and those who look only to the past or present are certain to miss the future.”- John Kennedy

We humans have really come a long way from the Ice Age to the Internet Age. The internet was introduced in the year 1994 and after that there was no looking back for the business sector to make the efficient and effective use of ‘IT’.

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Global Financial Literacy: What to do about the Uneducated Public

Mukesh Dedhia, CFP, India

By Mukesh Dedhia, CFP

It is established that it is impossible to succeed in the modern world without the ability to read and write (literacy), so, based off that assumption, it would be impossible to succeed in the present-day financial system without knowing the abc’s of economics and finance (financial literacy). Individuals spend about 25 years of their life or more to gain knowledge in their respective profession.

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Financial Services Compensation 101

Mukesh Dedhia, CFP, IndiaBy Mukesh Dedhia, CFP

Have we ever given a second thought as to why we pay fees to our doctor? Not really. This is because our doctor is the one who gives us life saving advice and appropriate treatment. He deserves the fee he charges. Then, what about the professionals who give their clients, savings (investment) advice for life??? Don’t they deserve fees for the scientific way in which they plan their client’s finances?

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Financial Industry Regulations Make or Break Us!

Mukesh Dedhia, CFP, IndiaBy Mukesh Dedhia, CFP

Regulation is needed for any market to function properly. If it weren’t for regulation, markets could be manipulated by big, influential players. But, just as good governance is not ensured by holding proper elections, existence of regulations does not ensure healthy competition or protection of market participants. Hence, effective enforcement of regulation is a must.

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