Talk:Certified Financial Planner

message: Reason for Blanking:  The title of this article is incorrectly used.  The CFP Board has strict guidelines on the use of ™ which is required in this case.  The same article can be found under Certified Financial Planner™.  —The preceding unsigned comment was added by Paradigmbuff (talk • contribs) 21:53, 10 November 2004.
Apparently, trademarks or copyrights not required for the purpose of this article.  If a certificant or board member finds out that the CFP® mark has not been properly used in this article, please do not ask me to change it again. —The preceding unsigned comment was added by Paradigmbuff (talk • contribs) 22:21, 11 November 2004.
(Note: This comment was modified by  at 22:35, 11 November 2004. Noel (talk) 00:07, 1 October 2005 (UTC)
thread_title: Blanking of page without TM in title

message: I've removed the copyvio notice, as it's clear that the page which was quoted as the source is actually a mirror of Wikipedia. However, I've also removed the © symbols from the text, as we don't generally use them here. It may well be the CFP Board's rule that these symbols are used when the title is used officially, but that's a private issue - WP is not using the title officially, and is under no obligation to use the symbols. For that reason, the page should also be moved to Certified Financial Planner, without the ™. sjorford →•← 14:09, 17 Mar 2005 (UTC)
thread_title: Copyvio notice/Article name

message: The CFP designation is a global designation, offered in many different countries. 
FPSB has members and associate members from 19 countries. These members have authorized more than 73,000 individuals to use the CFP marks worldwide. Each organization has endorsed the CERTIFIED FINANCIAL PLANNER™ certification process as the best means of demonstrating financial planner competency and ethical behavior. Members of the Council work to promote the CFP certification marks as the globally recognized standard of excellence for financial planners. 
More information on the council can be viewed at www.fpsb.org
—The preceding unsigned comment was added by Sholland (talk • contribs) 21:25, 26 July 2005.
:This article gives limited geographic scope to the subject and fails to clearly state where the organisations it discusses are base.  I've added the globalize tag until this is sorted. simonthebold 16:16, 1 August 2007 (UTC)
replies: text: Still not sorted, so I restored the tag.  One way to globalize the article would be to merge it with Financial planner.  Each article on its own, and a combined article would be quite a comprehensive one.  --Hroðulf (or Hrothulf) (Talk) 17:56, 24 April 2008 (UTC)
thread_title:  CFPs not just in USA 

message: I consulted this article to determine if the designation, "Certified Financial Planner (CFP)" was a guarantee of unbiased financial guidance.  It appears the designation, "CFP" provides no such assurance.  However, this article does refer the reader to ten questions that a person should ask a potential provider of financial guidance.  Question 8 reads as follows:
8. Could anyone besides me benefit from your recommendations?
Some business relationships or partnerships that a planner has could affect her professional judgment while working with you, inhibiting the planner from acting in your best interest. Ask the planner to provide you with a description of her conflicts of interest in writing. For example, financial planners who sell insurance policies, securities or mutual funds have a business relationship with the companies that provide these financial products. The planner may also have relationships or partnerships that should be disclosed to you, such as business she receives for referring you to an insurance agent, accountant or attorney for implementation of planning suggestions.
The designations, "CFP" and "CFA" entail compliance with written ethical standards.  But these standards do not preclude relationships that may constitute conflicts of interest.  Fair enough.  Without more, no harm done.  But this article, as written, does not directly speak to third party relationships and potential conflicts of interest.  I suggest the inclusion of such language that would state, as a point of fact, that conflicts of interest are not precluded by the designation "CFP" or "CFA".
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REMARKS AND PERSONAL OPINION:  A search of Wikipedia for, "Certified Financial Consultant (CFC)" produced no results.  I suspect this designation is in use by someone, somewhere.  I don't know.  But I do see a need for a designation that (by definition and enforcement) precludes any and all third party relatonships that suggest (or in fact constitute) a conflict of interst.  Of course, certified unbiased financial guidance would, in most cases, require fee basis compensation.  No problem here.  Many financial consultants already work on a fee basis.  And Doctors and attorneys do it all the time. AA266 (talk) 02:00, 18 July 2009 (UTC)
thread_title:  Unbiased Financial Guidance 

message: How is a CFP paid? I haven't been able to learn from this article whether they are paid by commissions, as are stockbrokers, or by other means. Perhaps other people are curious. Shouldn't WP answer this question?
Donfbreed2 (talk) 00:07, 21 March 2013 (UTC)
replies: text: "Stockbroker" is a job. "CFP" is a designation (think of it as a degree). Asking how a CFP is paid is like asking how an MBA is paid: It depends on their job. - SummerPhD (talk) 00:21, 21 March 2013 (UTC)
thread_title: Compensation

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I have just modified  on Certified Financial Planner. Please take a moment to review my edit. If you have any questions, or need the bot to ignore the links, or the page altogether, please visit this simple FaQ for additional information. I made the following changes:
*Added archive https://web.archive.org/web/20110711002314/http://www.financialadvisorbooks.com/blog/choosing-a-financial-advisor to http://www.financialadvisorbooks.com/blog/choosing-a-financial-advisor
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thread_title:  External links modified 

message: I have started a general clean up. Some of this material still needs work -- particularly the section on education. And, there was some material on supposed differences between the CFP in the United States and the CFP in Canada for which I find absolutely no support in the source material. I deleted the dubious "Canada" material. If a reliable source for the Canada material can be found later, then the material can be re-added. Famspear (talk) 20:07, 9 December 2016 (UTC)
thread_title: General clean up