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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

As individuals and families strive to build wealth, protect their future, and achieve life goals, they increasingly seek trusted professionals who can offer sound, holistic financial advice. This is where competent, ethical, and client-first financial planners step in. What is the CFP Certification?

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

International College of Financial Planning

With all this in background, why is this not a sweet spot to take up CFP at this point in your financial career, The focus on certified advisory is going to increase multi-fold. Recently the largest Bank in India has signed MOU with FPSB India to certify about 2.65 Lakhs Employees of their Wealth Management team.

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How to Find a Fiduciary Financial Advisor

Darrow Wealth Management

Independent wealth management firms have no affiliations or allegiances to a fund family or financial product. Advisors affiliated with a bank, broker dealer, or large asset manager might not be able to make a fully independent recommendation. You can search for CFP® professionals here.

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Regulation requires us to lead with advice, not products  

Million Dollar Round Table (MDRT)

By Jamie McIntyre, CFP It was pretty clear from the regulator that they didn’t want product to be the focus of what a financial planner or financial advisor led with. So with that, the message was clear: Don’t lead with a financial product as the tool that is going to help someone.

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Why Wealth Management Isn’t What It Used to Be

International College of Financial Planning

If your client’s bank app feels smarter than your service, that’s a red flag. And young inheritors have told me they feel completely lost — even with ₹100 crore in the bank. Where CFP® Really Comes In This is where the Certified Financial Planner (CFP®) certification makes a real difference.

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Financial Planning Mistakes You’re Probably Making (And What to Do Instead)

International College of Financial Planning

While that might sound poetic, your bank balance may not agree. Why This Is a Problem: Future youwho needs a house, financial security, and maybe even early retirementmight resent past you for not planning ahead. Fact-check everything: Follow SEBI-registered advisors, reputed financial planners, and research from credible sources.