Good Financial Cents

DECEMBER 14, 2022

A Bachelor’s degree in finance or a related field is required, and a CFP(Certified Financial Planner) certification is preferred for insurance advisors. Monster.com Workforce Talent Survey – Finance and Accounting (2013, June 25). In short, they are financial planning counselors who help people protect their assets.

Budgeting 88

Budgeting Compliance Accounting Insurance 88

Good Financial Cents

AUGUST 1, 2022

Longer Term Certificates of Deposit (CDs). As interest rates have risen in recent months, rates have crept up on certificates of deposit. But the key is to invest in certificates with longer terms. But the key is to invest in certificates with longer terms. Steiner, CFP at Buckingham Advisors. Ads by Money.

Investing 64

Investing Investments Certification Accounting 64

The Big Picture

JULY 29, 2024

And and on a related issue, you’re on the board of advisors for the CFP parent company. 00:46:07 [Speaker Changed] So I was, until very recently on the board of directors for the CFP board and what I, 00:46:14 [Speaker Changed] And this is certified financial planner. Tell us a little bit about what you do with them.

Clients 144

Clients Portfolio Financial Advisor Investing 144

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? So please subscribe!

CFP 80

CFP Financial Planner Ethics Financial Planning 80