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The Impact of Financial Planner Certification or CFP® on Career Growth

International College of Financial Planning

At the heart of this profession lies the financial planner certification, a credential that not only signifies expertise but also opens doors to significant career opportunities. This certification is recognized globally and is considered a benchmark for competence and professionalism in financial planning.

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Provide Clients with Financial Peace of Mind: Pursue a Certified Financial Planner® Certification

International College of Financial Planning

While many financial advisors find their niche in investment firms, banks, and insurance sanctuaries, some trailblazers opt for independence, establishing their advisory havens. Investment Mastery: Financial advisors are adept at channelling their clients’ resources into various asset classes, ensuring growth and security.

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Understanding Custodial Relationships Amidst the Silicon Valley Bank Collapse

Ballast Advisors

.” This refers to a partnership between the RIA and a financial institution that acts as the custodian of the client’s investment assets. For example, Ballast Advisors uses Charles Schwab as custodian for client investment assets. Are my CDs invested at specific banks and are they protected by FDIC insurance?

Banking 75
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: Silicon Valley Bank closed by California regulator and FDIC named receiver

MarketWatch

Silicon Valley Bank has been closed by the California Department of Financial Protection and Innovation, and the Federal Deposit Insurance Corporation (FDIC) has been appointed receiver, becoming the first FDIC-backed institution to fail this year. The bank had 13 branches in California and Massachusetts, which will reopen on Monday.

Banking 76
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Bank CDs Are an Insult to America’s Savers

Wealth Management

Big financial institutions don’t feel the need to offer competitive rates on certificates of deposit, which are universally below the world’s safest asset: Treasury bills.

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What Happens When Your Bank is Seized by the FDIC?

Good Financial Cents

O ne of the issues that many people have been concerned with during this recession is what happens when a bank is seized by the FDIC. This is a matter of concern because the recession saw quite a few bank closings, and there are still hundreds of banks still on the FDIC watch list for potential failures.

Banking 91
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Protect Your Assets from Burglars and Fire

Pacifica Wealth

The threat is real – six billion in assets are lost each year to fire. Your asset protection plan needs to guard against the threat of aggressive lawyers as well as physical threats such as fire and theft. The UL is Underwriters Laboratories , a not-for-profit product safety testing and certification organization established in 1894.

Assets 52