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Planipedia is a collection of published and referenced information relating to financial planning. Planipedia is a new community wiki that functions in a similar way to Wikipedia. Financial planners anywhere in the world can search, add and edit various articles and documents that contribute to consolidated and reputable source of information. This vision for the community-sharing of knowledge and resources aims to raise the bar of professionalism for financial planning. See more on Planipedia's vision.

Best Practices

Worldwide the issue of "Best Practices" where clients are served consistently and effectively is of great concern. Planipedia holds a substantial amount of information on Best Practices and provides links to specific articles.

Planipedia is host to a vast cross-reference or index of over 2000 peer-reviewed Financial Planning Research Articles from around the globe. These papers are from over 350 academic journals. Abstracts are provided where available and information so you can source the original research.

Getting Started

Planipedia encourages support by any company or group that is prepared to help provide quality information and content to Planipedia and/or to promote use of the site to their planning membership by posting our supporter logo in a prominant location linking to the site. Current supporters include professional planning associations, authors and educators, professional planners, technology providers, trainers and more. To find out about our supporters or how you can become one please visit Planipedia Supporters page.

New to Planipedia and not sure where to begin? Start by checking out our available content.
The Planipedia Community
How You Can Contribute!
Planipedia is a community-based site and relies on the contributions of its users to provide usable, valuable information on financial planning from across the globe. When you contribute to Planipedia you are helping to achieve the vision to offer education and tools on financial planning to a worldwide audience for free.

The Community Portal gives users access to a list of other Planipedia users, a marketplace of shared financial planning documents and files, updates on Projects, training, User of the Month, ways to report bugs and request enhancements, and much more. The Community Portal is your gateway into the Planipedia community so you can really become an informed and integral part of this endeavour.

Add your knowledge and skills to Planipedia! Contributing to Planipedia takes very little time and is quite easy! Below are some ideas on how you can add content to Planipedia. We have provided links to training material on each topic.

Users should become familiar with the Planipedia Rules so that contributions are beneficial and not problematic. See how you can contribute for more ideas. The User of the Month for September is Elaine Hartjes with honorable mention going to Laszlo.

Featured Article
The World of Financial Planning

Australia Proposes Commission Ban by July 2012

The Minister for Financial Services, Superannuation and Corporate Law the Hon Chris Bowen MP released a reform package (April 2010) for the future of financial advice as a result of the Ripoll Inquiry. Among other things, the Minister is proposing a prospective ban on commissions and volume based payments by 1 July 2012, in relation to the distribution and advice of retail investment products including managed investments, superannuation and margin loans. Life insurance products are excluded; To read the full article click here. Contact an Administrator if you wish to request that your article be featured on the Main Page.

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Financial planning is truly global in its scope, whether it's providing documents and advice in another language, recommending global asset classes, or defining cultural objectives. While the world of financial planning seems to be growing closer all the time, it is still governed by the laws and practices of each nation.

Planipedia's aim is to become a resource for information that's generic and applicable to all countries, but also highlights key country-specific differences in financial planning. Go to the Category:Countries page, and find your country to view the applicable Planipages for financial planning in your country.

For Educators
PlanPlus Planit

Do you represent a university or professional body that provides educational programs leading to financial planning or other academic designations? If you'd like to find out more about free software for students, student workbooks and more check out PlanPlus Educational Offering.

PlanPlus Planit is financial planning software that supports dozens of countries. From basic calculators to robust investment management strategy documents, PlanPlus Planit is a world class tool.