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Is a Financial Planner Course (CFP) Worth It? A Comprehensive Guide for Aspiring Financial Professionals in India

International College of Financial Planning

And for those looking to become such professionals, the question naturally arises: Is pursuing the Certified Financial Planner (CFP) certification worth it in India? What is the CFP Certification? It is awarded globally by the Financial Planning Standards Board (FPSB). What Does the CFP Course Involve?

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How to Find a Fee-Only Financial Advisor

Darrow Wealth Management

Although some firms use these compensation methods, the majority base fees on a percentage of assets under management (AUM) for their services. Fee-only firms are unique as they do not receive commissions from selling financial products, such as insurance policies or investment products. Don’t get too hung up here.

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Why a CFP course is the smartest step in your Financial Career?

International College of Financial Planning

The retail investors are beginning to understand the importance of investing in structured financial products than merely locking them up in gold or real estate assets. Mis-selling would be at its peak during such times, only a certified professional can act on client first approach to help choose investors what is right for them.

CFP 40
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When Markets Swing, Minds Stumble: What Behavioural Finance Teaches Us (And Why CFP® Matters Even More)

International College of Financial Planning

It calls for the ability to connect the dots – between economic events, investor psychology, personal goals, and long-term asset behaviour. And this is precisely what the CFP® certification is built to instil. It means asking better questions, filtering out noise, and grounding every action in logic, not emotion.

CFP 40
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#FA Success Ep 353: Driving Growth By Setting A Clear Vision Of What You Do Best In Your Business(es), With Brett Danko

Nerd's Eye View

Brett is the Founder of Brett Danko Educational Center, a CFP Board Education and Exam Prep provider, and the CEO and Managing Partner for Main Street Financial Solutions, an independent RIA based in Newtown, Pennsylvania, that oversees almost $2 billion in assets under management for nearly 1,700 client households.

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An Exclusive Talk on New Certified Financial Planner (CFPCM) Certification With Mr Arun Thukral, Former MD & CEO – Axis Securities

International College of Financial Planning

Thukral explained that this advanced CFP course would help you become a certified financial planner and gain the skills needed to provide sound financial advice to your clients. CFP Board invited Mr. Arun Thukral, a renowned financial planner and CFP Board member. He discussed his insights.

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

International College of Financial Planning

Financial advisors guide individuals in managing their finances and achieving financial goals. The world of financial advising is diverse, with various specializations. Investment Mastery: Financial advisors are adept at channelling their clients’ resources into various asset classes, ensuring growth and security.