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Financial Planet Poll: Is the standard for CFP certification at the right level?

Read Financial Planet’s Point/Counterpoint article: Is the standard for CFP Certification at the right level?

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Financial Planet Poll: Should a college degree be required to become a CFP...

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

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Point/Counterpoint: How important is initial and ongoing education to being a...

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....

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Positive Signs the CFP Professional Market is Growing in Taiwan

By Taylor Liao, CFP, Chinese Taipei The biggest barrier to growing the number of CFP professionals in Taiwan is that the CFP certificants can’t see a clear and bright future for the profession. Most of...

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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....

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Point/Counterpoint: What is the most valuable aspect of CFP certification?

By Tony Vidler, Former Chairperson of IFA, New Zealand There are two primary aspects of CFP certification that are valuable, the first being the holistic nature of the certification program, covering...

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Enriching the Client: The Value of Financial Planning

By Cora Pettipas, CFP, Canada The most precious resources in life are health, love, time and money. If a CFP professional helps a client with their money, it also indirectly, but greatly, enhances the...

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Why CFP Professionals Are Better

By Taylor Liao, CFP, Chinese Taipei In today’s financial industry, there are many salespeople who sell investment products unfairly to consumers. They use persuasion and manipulate the information to...

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FPSB Celebrates 10 Years in Shanghai

By Hong Xue, Chairperson, FPSB China Financial Planning Standards Board China Ltd. is proud to co-host and be the destination location for the 2014 Financial Planning Standards Board (FPSB) Global...

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Did Debt Kill the Retirement Dream?

A Discussion of Financial Planning and the Challenges of Modern Retirement Planning By Cora Pettipas, Vice President and a Board of Director of the National Exempt Market Association (NEMA) in Canada...

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