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Weekend Reading For Financial Planners (November 2–3)

Nerd's Eye View

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that SIFMA, which represents broker-dealers, investment banks, and asset managers, released a white paper that argues that CFP Board "increasingly functions as a de facto private regulator for CFP certificants" and proposes that CFP (..)

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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

This is where competent, ethical, and client-first financial planners step in. 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? 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. Titles: Financial planners go by many names.

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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. Because the real job of a financial planner is not to predict the next market move.

CFP 40
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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. The Fee only space or being a MFD with CFP certification will enable you to provide service of the highest quality.

CFP 40
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GIFT City: India’s Strategic Gateway to Global Finance

International College of Financial Planning

Let’s say the price of one UDR, with Apple as the underlying asset, at NSE IFSC is $7.95. Strategic Recommendations Broaden Asset Classes: Expand beyond U.S. Stock costs $199, the unit being US dollar (USD). At a conversion rate of about 84.5 to a USD, the price per share of Apple would be approximately Rs.16, Therefore Apple Inc.,

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Decoding The Art of Investing

International College of Financial Planning

The popular asset classes are Gold – eternal favourite Real Estate – “safe” Equities or Debts – relatively new from exposure point of view but gaining momentum How do they invest this in the most simplistic form? ETF is one of the top choices covering multiple asset classes. At times, we get overwhelmed on How to start investing?