Remove Article Remove Budgeting Remove Certification Remove Financial Planner
article thumbnail

Weekend Reading For Financial Planners (February 24-25)

Nerd's Eye View

Which suggests that instead of trying to go head-to-head with these larger firms (and their heftier marketing budgets) in attracting clients, smaller firms might instead demonstrate how they are 'different' by offering a unique service offering tailored to their ideal target clients.

article thumbnail

How to Become a Financial Planner

International College of Financial Planning

If you are a student looking to make a career in finance, becoming a financial planner is a great place to start. Financial planning is a rewarding, stable career that can give you the opportunity to help people make the most of their money. It includes budgeting, saving, and investing.

Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

The State of the Financial Services Industry

The Irrelevant Investor

Jason Zweig and Andrea Fuller pulled no punches yesterday in their piece, Looking for a Financial Planner? The TL:DR is that the company behind the CFP certification, a designation that ought to signal trust and competence to consumers, has let some people with a checkered history use their letters.

article thumbnail

What are the Different Types of Financial Advisors?

WiserAdvisor

There are several kinds of financial advisors, including financial planners, retirement planners, portfolio managers, insurance agents, wealth managers, accountants, investment advisors, robo- advisors, stockbrokers, and more. Below are the different kinds of financial advisors you may choose from: 1.

article thumbnail

Kickstarting Your Career: Tips for Fresh Graduates

International College of Financial Planning

After passing the exams, one must register for article ship with a skilled CA and then appear for the final CA exam. For global options after selecting the commerce field, one should focus on opting for international certifications like CMA and CFA. ACCA is a globally recognized course. Here are some options: 1.Certified

article thumbnail

Do I Need A Financial Advisor? Here’s How To Decide

Clever Girl Finance

Are financial advisors the same as investment advisors? How a financial planner is different from a financial advisor Is it okay not to have a financial advisor? Is it better to have a financial advisor or do it yourself? Do you need a financial advisor if you don’t have a lot of money?

article thumbnail

Do I Need A Financial Advisor? Here’s How To Decide

Clever Girl Finance

Are financial advisors the same as investment advisors? How a financial planner is different from a financial advisor Is it okay not to have a financial advisor? Is it better to have a financial advisor or do it yourself? Do you need a financial advisor if you don’t have a lot of money?