Sara Grillo

SEPTEMBER 12, 2022

A $100 increase in the CFP annual certification fee spurred an industry outcry, leading many to question whether the designation is worth it or not. There are more than 92,000 CFP® certificants, as per the CFP Board’s 2022 measure. Is it time to say “FU” to your CFP designation? Are they getting a raw deal?

CFP 80

CFP Financial Planner Ethics Financial Planning 80

Sara Grillo

SEPTEMBER 26, 2022

In Part Two of our two part series on the CFP Board, the heated debate continues. We’ll discuss these questions: The CFP Board has specifically stated that it wants the CFP® mark to be a requirement for anyone who practices financial planning. What do you believe the CFP Board’s role should be in the future?

CFP 59

CFP Financial Advisor Financial Planner Ethics 59

Sara Grillo

APRIL 10, 2023

Robert Wright, CFP Lee: The list of things Gary Gensler doesn’t own is probably very short. ” – Robert Wright, CFP For someone to be able to send payments overseas, bitcoin and cryptocurrencies help with that. What we’ve seen in 2022 is that there were a number of hacks. Wright: So is cash.

Investing 52

Investing Investments CFP Financial Advisor 52

The Big Picture

MAY 21, 2024

So it’s got this math angle where it, you know, it’s all numbers, but then there’s this behavioral angle and psychological angle where, you know, it’s, it’s kind of a fun problem to tackle. They eventually get a CFP and they go to the advisory side. Rule number nine from Bob Farrell.

Numbers 143

Numbers Management Banking Marketing 143

The Better Letter

JANUARY 12, 2023

The CXO advisory group analyzed 6582 market forecasts by 68 experts from 2005 through 2012. As of 2020 , the median Wall Street market forecast since 2000 missed its target by an average of 12.9 The rate increases, he forecast, would come in increments so small that financial markets would barely feel them.

Economy 117

Economy Economics CFP Management 117