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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

Which Model is Better? Practicing Professionals vs. Full Service Firms

Suresh Sadagopan CFP IndiaBy Suresh Sadagopan, CFP, India

Some people think that financial planners and advisors practicing as professionals are better than those running a business. The general view I have heard is that when someone is practicing in the profession, they are more passionate, client-centric and closer to their clients.

Continue reading Which Model is Better? Practicing Professionals vs. Full Service Firms

How Altruism Can Help the Financial Planning Profession

Suresh Sadagopan CFP IndiaBy Suresh Sadagopan, CFP, India

What do we do to establish financial planning as a profession? What are the challenges ahead and how are we going to overcome them and move forward?

These are questions which we hear from time to time. There are as many prescriptions as there are practitioners. But there is a foundational principle we need to understand for a profession to be recognized as such.

Continue reading How Altruism Can Help the Financial Planning Profession

Why CFP Professionals Need Increased Education Standards

By Suresh Sadagopan, CFP, India

Financial planners offer advice to clients on financial matters, so it is necessary to have a level of knowledge and skill that is suitable to advise a client correctly. Ongoing, continuing education keeps financial planners current and allows them to maintain a competitive edge.

Continue reading Why CFP Professionals Need Increased Education Standards

Point/Counterpoint: How important is initial and ongoing education to being a successful financial planning professional?

Simon Hassan, CFP, New Zealand:

Not only is it necessary to attain and maintain your knowledge and skills, it is also a sign of your commitment to being part of a profession that puts clients first. As research shows, it will also probably improve your income and the long-term value of your business.

Continue reading Point/Counterpoint: How important is initial and ongoing education to being a successful financial planning professional?

Behavioral Finance: How to Help Clients Avoid Bad Investments

By Suresh Sadagopan, CFP, India

Do we change the fundamental course of our lives based on what is happening in our environment? We may do some course correction, but fundamental changes are unlikely and we most likely persist with what we have believed in all along.

Continue reading Behavioral Finance: How to Help Clients Avoid Bad Investments

Regulatory Changes in India Affecting Financial Planners

Suresh Sadagopan CFP IndiaBy Suresh Sadagopan, CFP

“Times, they are a’ changing”, goes a song from times gone by. For the financial services industry, the changes have started coming in, fast and thick, since 2008.

The entire financial community was viewed with suspicion, with bankers bearing the brunt, for obvious reasons.

Continue reading Regulatory Changes in India Affecting Financial Planners

Financial Planning: How to Properly Disclose Information

Suresh Sadagopan CFP IndiaBy Suresh Sadagopan, CFP

Have you ever bought an insurance policy? When you purchased it, did you go through the four pages of fine print and understand everything? If you are like most people, you wouldn’t have even opened the envelope in which the insurance policy was sent to you in!

Continue reading Financial Planning: How to Properly Disclose Information

KISS Rule: Simple Products and Strategies Work Best for Clients

By Suresh Sadagopan, CFP

A teacher once remarked to me, “We can only simplify concepts if we have a deep understanding of the subject.” It dawned on me that this is actually a very profound statement. Only an experts know things so well that they can make the sublime, simple.

Continue reading KISS Rule: Simple Products and Strategies Work Best for Clients