Registered Financial Planners® in the News

In the News

The IAFP would like to share that coverage with you in the form of media interviews, articles, blogs or other publications by R.F.P.s. Thank you to the IAFP Members who informed us of the following links - further contributions are welcome.

Latest News

Doug Macdonald, R.F.P. Receives Prestigious Invesco Canada Award for Lifetime Achievement!

Each R.F.P.® below is listed in order of the number of Google references to their name plus “R.F.P.” at the time of posting. But first, a December 2009 article on the IAFP’s past President, Lenore Davis: Raising the bar: Advisor insists financial planning is a profession.

David Christianson is #1 in Google references with twice the number of anyone else! Public speaker, financial planner, educator, hilarious IAFP Symposium MC, and Free Press personal finance columnist, David has now written a new book, Managing the Bull. His latest book can be purchased here.

Second most-mentioned online (and also hilarious) is 4-year IAFP Communications Chair, Warren Baldwin. See Morningstar’s “Ask the Expert” to read how Warren answered the question: Should I do business with a full-service or a fee-based advisor?

Following closely behind Warren is well-known speaker, educator and Canada/US planner, Terry Ritchie, expert on cross-border financial planning and co-author of The Canadian Snowbird in America, The Canadian in America, and The American in Canada. If you’re an IAFP Member, you can also see Terry’s slides from his presentation at the Feb. 2010 Calgary Network meeting (requires log-in): US Estate Planning: What Should Advisors Do Now?

Next is Chartered Accountant and R.F.P.® Blair Corkum, who writes to the CICA about competency differences between the CA, CFP, and R.F.P.® when it comes to financial planning.

Then there’s educator and freelance journalist, Michael Berton who had the courage to prescribe post-crisis investment strategies in Jan. 2009 for Advocis’ Forum Magazine: Recovery Rx. Next is Marc Lamontagne, educator, advocate for fee-based planning, and author of To Fee or Not to Fee II.

Profiles:

Doug Macdonald’s significant and lasting contribution to the financial planning profession was lauded in this Advisor’s Edge article: Doug Macdonald named Career Achievement Award winner

Investment Executive profiles hybrid financial planner / leadership coach Peggy Cameron in their April 2010 edition.

There are many more well-publicized R.F.P.s recognized widely for their expertise. Registered Financial Planners™ are unique because they have always been required to successfully write a detailed professional exam and submit a multifaceted personal financial plan for peer review. Each year they are required to re-affirm their full-time involvement in the practice of providing in-depth personal financial planning.

Last updated: 09 Jun 2016 5:07 PM