Books, Certification and Investment Planning

Tips to Build Wealth with Patience and Time

WiserAdvisor

MAY 29, 2025

Best 1,000-dollar investment instruments High-yield savings accounts or certificates of deposit (CDs) : High-yield savings accounts and CDs are excellent entry points for those who prioritize safety and stability. Automation removes the temptation to skip or delay investing and turns it into a disciplined habit.

Accounting

Accounting Wealth Accumulation Investing Investments

Exploring CFP Fast Track: Eligibility and Advantages for Financial Planners

International College of Financial Planning

DECEMBER 9, 2024

The financial planning industry has witnessed remarkable growth, making the Certified Financial Planner (CFP) certification increasingly valuable for professionals seeking to advance their careers. Why Choose CFP Certification? This international recognition provides certified professionals with unprecedented career mobility.

CFP

CFP Financial Planner Certification Certified Financial Planner

How Financial Professionals can Help Clients Save for College: 529 Plans

Nationwide Financial

OCTOBER 18, 2022

Talking to your clients about their children or grandchildren’s college plans as well as their own financial goals can help when deciding what type of 529 plan in which to invest. Plans also vary by state, so location will come into play when choosing between plans. 529 Prepaid Tuition Plan.

Clients

Clients Planning Education Taxes

Webinars

Live Demo - Supercharge your Month End Close

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What To Do With $50K: 18 Smart Ideas To Grow Your Money

Clever Girl Finance

NOVEMBER 21, 2023

Figure out a payment plan that works for you—and your other investment plans—and take things from there. You can also find a wealth of tips in the Clever Girl Finance book, Learn How Investing Works, Grow Your Money ! Buy certificates of deposit What is a Certificate of Deposit ?

Accounting

Accounting Startup Investing Investments

6 Investing Tips for Beginners: Start your Investing Journey

Good Financial Cents

SEPTEMBER 2, 2022

Whether you are hoping to start investing small amounts of money or you have a lump sum of cash to get started, you should know that investing isn’t necessarily a “set it and forget it” activity. Also remember that, like it or not, there is a real risk of losing some of your investment over the short-term.

Investing

Investing Investments Accounting Portfolio

Angel One Soars: A Look at the Brokerage’s Performance and Promising Future

Trade Brains

JUNE 7, 2024

The growth in Systematic Investment Plans (SIPs) and the surge in new demat account openings are testament to the growing interest of retail investors in the equity markets. Growing interest income from expansion of client funding books also significantly contributed to the company’s growth.

Retail

Retail Wealth Management Education Investing

How to Invest $500: 13 Ways to Grow Your Money

Good Financial Cents

NOVEMBER 16, 2022

Table of Contents 13 Best Ways to Invest $500. Invest in the Stock Market . High-Yield Certificates of Deposit. Invest in Online Business . Invest in Income Accelerators . Invest in Crypto. High-Yield Certificates of Deposit. reading books, taking an online course, attending conferences, etc.)

Investing

Investing Investments Accounting Certification

Do I Need A Financial Advisor? Here’s How To Decide

Clever Girl Finance

JULY 16, 2023

You’ve read all the books and watched all the Youtube videos but you still don’t know where to start. To offer this, many advisors complete specific training and hold professional certifications. Many people in this bucket have set up a simple investment plan. It sounds like you’re already in good shape.

Financial Advisor

Financial Advisor Financial Planner Certified Financial Planner Investment Advisor

Do I Need A Financial Advisor? Here’s How To Decide

Clever Girl Finance

JULY 16, 2023

You’ve read all the books and watched all the Youtube videos but you still don’t know where to start. To offer this, many advisors complete specific training and hold professional certifications. Many people in this bucket have set up a simple investment plan. It sounds like you’re already in good shape.

Financial Advisor

Financial Advisor Financial Planner Certified Financial Planner Investment Advisor

Does being a fiduciary financial advisor REALLY matter – or is it “meh?”

Sara Grillo

AUGUST 14, 2023

This e-book contains 47 financial advisor LinkedIn messages, sequences, and scripts , and they are all two sentences or less. The idea centered on the concepts of simplicity, keeping total investment costs and taxes extremely low and developing a custom investment plan for each client using low-cost asset class and index funds.

Financial Advisor

Financial Advisor Fiduciary Duty Insurance Financial Advice

Best High-Yield Investments for 2022

Good Financial Cents

AUGUST 1, 2022

Longer Term Certificates of Deposit (CDs). This is another investment that falls under the low risk/relatively high return classification. As interest rates have risen in recent months, rates have crept up on certificates of deposit. But the key is to invest in certificates with longer terms. Ads by Money.

Investing

Investing Investments Certification Accounting

This year’s Wild Crypto Debate

Sara Grillo

AUGUST 26, 2024

I am an hourly consultant for those who just need one-time or recurring guidance People hire me as a ghostwriter to write content for a project fee I have a social media training program I have a book about what to say on LinkedIn messenger Just letting ya know, in case you need me at some point.

License

License Certified Financial Planner Financial Advisor CFP

Crypto – just a rock, or a good investment? (debate got wild)

Sara Grillo

APRIL 10, 2023

Wright: So if gold is something a client could be invested in and potentially suitably recommended by an advisor, what is the argument against Bitcoin? Wright argues that we could diminish any asset that way, even stock certificates. Gold has transaction value. All value is relative.

Investing

Investing Investments CFP Financial Advisor

Should you cancel your CFP designation?

Sara Grillo

SEPTEMBER 12, 2022

A $100 increase in the CFP annual certification fee spurred an industry outcry, leading many to question whether the designation is worth it or not. According to Wright, it’s more than having to pass a test – there are CFP® certification requirements pertaining to education, quizzes, modules, etc. Are they getting a raw deal?

CFP

CFP Financial Planner Ethics Financial Planning

Financial Advisor Source

Tips to Build Wealth with Patience and Time

Exploring CFP Fast Track: Eligibility and Advantages for Financial Planners

Webinars

Trending Sources

How Financial Professionals can Help Clients Save for College: 529 Plans

Webinars

What To Do With $50K: 18 Smart Ideas To Grow Your Money

6 Investing Tips for Beginners: Start your Investing Journey

Angel One Soars: A Look at the Brokerage’s Performance and Promising Future

How to Invest $500: 13 Ways to Grow Your Money

Do I Need A Financial Advisor? Here’s How To Decide

Do I Need A Financial Advisor? Here’s How To Decide

Does being a fiduciary financial advisor REALLY matter – or is it “meh?”

Best High-Yield Investments for 2022

This year’s Wild Crypto Debate

Crypto – just a rock, or a good investment? (debate got wild)

Should you cancel your CFP designation?

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