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Österreichischer Verband Financial Planners: Offering CFP Certification in...

Established in 2000, the AFP is a nonprofit, professional regulatory organization, which is supported by the whole financial services industry in Austria, including banking, insurance, independent...

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Phil Billingham, CFP

United Kingdom Phil Billingham is a specialist who assists financial advisers and planning firms in surviving and thriving during periods of regulatory change. A Certified Financial Planner...

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A Translation of the Dodd-Frank Wall Street Reform and Consumer Protection Act

By Joel Redmond, CFP If you spend any time looking at financial legislation in the US, it’s no secret to you that financial abuses beget market disruptions, and market disruptions beget new laws....

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Niraj Nanal, CFP

Niraj Nanal is a Certified Financial Planner (CFPCM) and holds a Master of Business Administration (MBA-Marketing) degree. He specializes in advising to Medical Professionals and IT professionals....

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Simon Hassan, CFP

New Zealand A financial adviser since 1990, Simon is a leader in his profession, combining a depth of knowledge, practical experience and skills with developed strategic planning and communication...

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Cora Pettipas, CFP

Canada Cora is currently the Vice President and a Board of Director of the National Exempt Market Association (NEMA) in Canada. Cora is also the editor of Exempt Edge Magazine, the Canadian industry...

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Willie Yiu, AFP

Hong Kong Willie Yiu, AFP has worked in financial services for 12 years. Graduating with a degree in financial planning, he worked with advisers and clients in Australia, Singapore, Taiwan and Hong...

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CGPC Invites Global Financial Planning Leaders to Paris

“Paris is always a good idea.” — Audrey Hepburn By Guy Bonduelle, CEO, Association Française des Conseils en Gestion de Patrimoine Certifiés (CGPC) Springtime in Paris, for those who haven’t...

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The Future of Financial Planning Across Borders is Already Here

Jeffrey F. Kenney, FPSB Ltd. Director of Standards and Certification The future of financial planning will be global and for many professionals it already is. To address the wants and needs of...

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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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