FANews
FANews
RELATED CATEGORIES

FPI To attend world finance planning summit

19 April 2010 Financial Planning Institute

Executive leaders from FPI will be attending a World Financial Planning Summit on 21 April 2010 in Taipei. Hosted by Financial Planning Standards Board Ltd. (FPSB), the preeminent international standards-setting organization for financial planning and owner of the CFP®, CERTIFIED FINANCIAL PLANNER® and CFP® Logo marks outside the United States, the goal of the one-day summit is to engage global leaders in the financial planning sector and invited guests in a dialogue about how best to establish financial planning as a professional practice worldwide and provide to consumers the benefit of working with qualified and competent financial planners. FPI is a member of FPSB, and administers the CFP certification program in South Africa on FPSB’s behalf.

“FPSB’s vision to establish financial planning as a global profession requires us to listen to and learn from the ideas and programs of global financial planning leaders and other stakeholders,” said Corinna Dieters, FPSB’s 2010 Board of Directors Chairperson and World Financial Planning Summit speaker. “FPSB’s World Financial Planning Summit is designed to add the perspectives of regulators, large financial services firms, educators and the voices of clients of financial planners to the global financial planning community’s debate about what’s needed to establish financial planning as a bona fide profession that puts the interests of clients first.”

In addition to Dieters’ keynote address, World Financial Planning Summit speakers include:

  • Ian Johnston, deputy chief executive and managing director for Dubai Financial Services Authority in the United Arab Emirates.
  • Steven Helmich, financial planning, advice and services director for AMP Financial Services in Australia;
  • Dr. Edward H. Chow, professor of finance and director of the investor research center of the College of Commerce at National Chengchi University in Taipei; and
  • Gautam Chikermane, executive business editor for the Hindustan Times in India.

Johnston will tackle the interplay of regulators and the financial planning community in establishing and overseeing the financial planning profession; Helmich will address delivery and channel issues; Chow will address career path and body of knowledge issues; and Chikermane, a prominent journalist and consumer advocate, will speak to public-interest issues.

The speakers will challenge financial planning leaders and invited guests from more than 20 countries to engage in meaningful dialogue about how best to deliver and advance the profession of financial planning worldwide.

“We look forward to giving and hearing ‘big-picture’ thinking from fellow summit attendees, but we are also there to give concrete recommendations about how FPSB can best engage stakeholders in supporting its mission and putting in place the building blocks of a vibrant and valuable global financial planning profession,” said Godfrey Nti, CEO for FPI.

Video highlights of the event will be available online at WorldFPSummit.org. Financial services professionals and CFP practitioners are also encouraged to participate in discussions and engage in an online poll via the website.

Quick Polls

QUESTION

The South African authorities are hard at work to ensure the country is removed from the global Financial Action Task Force grey-list by February or June 2025. What do you think about their ongoing efforts?

ANSWER

But what about the BRICS?
Compliance burden remains, grey-list or not.
End-2025 exit is too optimistic.
Grey-list is the new normal.
Too little, too late.
fanews magazine
FAnews October 2024 Get the latest issue of FAnews

This month's headlines

The township economy: an overlooked insurance market
FSCA regulates crypto assets: a new era for investors
Building trust: one epic client experience at a time
Two-Pot System rollout underlines the value of financial advice
The future looks bright for construction
Subscribe now