ABSTRACT

This chapter discusses the similarities and differences in the conceptions of the professionalism of financial planners from certified financial planner (CFP) professionals in Australia, Hong Kong and the United States. The Magub study analysed a phenomenon through the conceptions of participants from Australia, the United Kingdom and the United States. The participants were sourced from project teams from IT projects in each of these countries and comprised different types of employment roles. The conceptions have been labelled differently to reflect the way interview participants' language is used in describing their conception. American CFP professionals described this conception more in terms of being motivated by serving the client well, showing the client respect and acting in the client's best interest. Australian CFP professionals' description of this conception was more directly about putting the client's interests first or acting in the client's best interest.