Blog Certification Investment Planning Marketing 
International College of Financial Planning
APRIL 25, 2024
This certification is recognized globally and showcases a deep, systematic understanding of personal financial management, including investment planning, risk management, tax planning, and retirement planning. Individuals who earn this certification are thoroughly prepared to offer expert financial advice.
Gen Y Planning
JUNE 1, 2022
With all the juicy financial headlines—stock market movements, inflation, the housing market, student loan conversations, etc.—who But in this high-inflationary market, one type of bond, in particular, is getting a lot of attention: the Series I Savings Bond. Does investing in I-bonds make sense as part of your strategy?
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Validea
SEPTEMBER 16, 2022
After its steep plummet at the beginning of the year, the stock market rally last month seemed like cold comfort, and it continues to wobble up and down without much rhyme or reason. But that still leaves it 31% off its high—a likely reason why not much was made about the rally, and the fact that the S&P 500 is still in a bear market.
WiserAdvisor
MARCH 13, 2024
Below are 5 Pillars of retirement planning that should be a part of your retirement plan: Pillar 1: Investment planning Investment planning is one of the most vital pillars of retirement planning, as it offers a roadmap to align your financial resources with your risk appetite and long-term goals.
International College of Financial Planning
MARCH 31, 2023
In-depth knowledge of financial markets and investment products. Skills Required for a Career in Wealth Management A successful career in wealth management requires a range of skills that include: Strong communication skills to engage with clients and explain complex financial concepts in a simple manner.
International College of Financial Planning
NOVEMBER 10, 2021
Investment Advisory is a relatively new concept in India especially in the Tier – II and Tier-III cities but one that is fast picking up and creating demand for these professionals. You’d perhaps need to undergo special certifications as you enter the industry but MBA (Finance) remains a good starting point.
WiserAdvisor
JUNE 2, 2023
Investment advisors help manage and diversify a client’s portfolio to limit their exposure to market volatility. Typically, investment advisors charge a fee as a percentage (1% or more) of the total market value of the investments they manage on behalf of their clients. first appeared on WiserAdvisor - Blog.
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