|
Society of Financial Planners ("SOFP") is
established to promote professionalism in
financial planning. It recognizes and registers
Certified Financial Planners who are in the
field of financial planning.
Today, there are more choices in the number
and types of financial assets and instruments
than a decade ago. Complex financial instruments
are promoted at banks, insurance companies and
financial institutions with extensive media
coverage. More than ever before, people look to
financial assets to accumulate wealth in
retirement and to reach their earlier financial
goals. While everyone in the financial services
business seems to be a financial planner, the
SOFP is established to in the public interest by
establishing and through continuous education,
experience, code of ethics and professional
responsibilities for Certified Financial
Planners. The society also coordinates with
international organizations that have similar
objectives and find out the best practices in
the Financial Planning Industry globally. The
members of SOFP are required to take a holistic
approach to assess and serve their client's
financial needs. All members of SOFP meet
regularly to exchange their views and
experiences in Financial Planning practice. |