Talk:Certified Financial Planner
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[edit] TM symbol
The use of ™ is correctly used in this article. Please do not delete this version. —The preceding unsigned comment was added by Paradigmbuff (talk • contribs) 21:55, 10 November 2004.
- Copyright violation? Can Wikipedia advertise this copyrighted expression? —The preceding unsigned comment was added by Wetman (talk • contribs) 22:09, 19 November 2004.
Copyrighted expression? Please clarify? It is my understanding that without the trademark or copyright symbols, that would violate a copyrighted expression. Therefore, I don't think I understand the question. I've had this issue come up before and was informed by another that copyrighted expressions are not used in Wikipedia. And yet, I noticed that images are copyright protected on Wikipedia. So, I'm not really sure how to answer this question either.
Just sharing a little bit of my experience with this, accredited programs are better, and do seriously consider a review provider or two or however many it takes to pass that exam. Paradigmbuff 22:33, Nov 19, 2004 (UTC)
[edit] Blanking of page without TM in title
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 66.20.153.2 (talk • contribs) at 22:35, 11 November 2004. Noel (talk) 00:07, 1 October 2005 (UTC))
[edit] Copyvio notice/Article name
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)
- Support the move. Avoid special symbols in the title. Jonathunder 23:34, 2005 Mar 18 (UTC)
This article has been renamed as the result of a move request. violet/riga (t) 19:51, 21 Mar 2005 (UTC)
[edit] Cut-and-paste move
This article requires the history stored at Certified Financial Planner/history merging in when the block compression issue is resolved. violet/riga (t) 19:51, 21 Mar 2005 (UTC)
- OK, I've done the merge.
- There was a teensy issue, because between 21:37, 10 November 2004 and 22:09, 11 November 2004 there were two separate live copies of the article, and User: Paradigmbuff edited the other copy (as well as this one). I didn't want to merge those edits, because it would be very confusing with the two histories intermingled, with no info on which versions belonged to which 'article'.
- However, all 4 edits by PB during that period were simply to add the same external links as they added here, and add and delete categories (as here during much the same period).
- Also, that version of the article was a dead-end - as far as I can tell, none of the content there was used here. So, I have simply elected to leave those other versions out there in deleted-version space. Noel (talk) 23:49, 30 September 2005 (UTC)
[edit] CFP(r) with respect to retail financial services
The category Financial Services seems more appropriate. Although a financial planner may be affiliated with a bank which offers services and products described currently under Retail financial services, a planner in the United States could also be an individual Investment Adviser registered either with the Securities Exchange Commission (SEC) or with the individual states he/she practices in. I believe the Financial Planning Association and possibly the CFP Board as well, are working with the SEC to remove this registration requirement. The article as it is now is neutral on this point and does not address this at all. The other possibility...a planner could also be an insurance broker or agent. According to folks who have been practicing as planners in this industry for 30 or more years, the field of financial planning evolved from the insurance industry. And the CFP(r) designation is one such credential along with the CLU. One other thing, some planners can also be practicing attornies; more so in the field of Estate Planning in private practice. Then of course, you can't forget the investment brokers. In reality, I do not see why an investment broker would go through the trouble of obtaining a CFP(r) and not practice as a financial planner. I can, however, see the logic of obtaining a CFA. An investment broker is more specialized. A planner, on the other hand, covers a broader area of financial services - from insurance (life, health, home/apartment, auto, long term care) to Last will and testament, creation of trusts, Living will, power of attorney durable or not....I'm certain there are brokers AND planners who would disagree with my assessment. But I hope you understand why I believe this article should fall under the category of "Financial Services" as opposed to "Retail Financial Services". —The preceding unsigned comment was added by 65.4.74.226 (talk • contribs) 16:24, 19 May 2005.
[edit] CFPs not just in USA
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.
