International College of Financial Planning

FEBRUARY 23, 2024

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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International College of Financial Planning

APRIL 25, 2024

Achieving the status of Certified Financial Planner® (CFP®) represents a significant professional milestone in financial services. Recognized in over 27 countries globally, the CFP® designation is one of the most respected and widely acknowledged credentials in financial planning.

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Certification CFP Certified Financial Planner Financial Planning 52

International College of Financial Planning

MAY 20, 2024

Opting for a job oriented course after graduation in wealth management can be particularly advantageous, offering a direct route into a vibrant and lucrative financial sector. Progression to Middle Management: Asst.

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Sara Grillo

AUGUST 14, 2023

So we’ve got a lively crew here today to debate, does it really matter if someone is a fiduciary financial advisor, or not? For those of you who are new to my blog, my name is Sara. I am a CFA® charterholder and financial advisor marketing consultant. I am an irreverent and fun marketing consultant for financial advisors.

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Sara Grillo

DECEMBER 12, 2022

For those of you who are new to my blog, my name is Sara. I am a CFA® charterholder and financial advisor marketing consultant. I have a newsletter in which I talk about financial advisor lead generation topics which is best described as “fun and irreverent.”. Matt Pruitt, CFP®, CFA®. The debaters are: Charles King.

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Sara Grillo

APRIL 10, 2023

Today we’re gonna WAKA WAKA BREAK IT DOWN to the question, “Is crypto a good investment or is it as valueless as a rock?” For those of you who are new to my blog/podcast, my name is Sara. I am a CFA® charterholder and I used to be a financial advisor. – Josh Gonzalez, CFP Wright: This happens in pharma as well.

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WiserAdvisor

JUNE 2, 2023

While there are various types of finance professionals who offer financial advice and services falling under the general financial advisor category, it should be noted that they differ significantly. The SEC and several state and local agencies regulate and monitor financial advisors.

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