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Training Resources And Programs To Help New CFPs Gain Real-World Expertise: The Small-Firm Guide To Associate Advisor Development

Nerd's Eye View

Even for advisors with a CFP certification or other credentials, honing these skills and the confidence to use them in real-time client interactions requires additional practice. The available education budget is also an important consideration.

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The Importance of Delegating Financial Decisions to a Professional

Yardley Wealth Management

The post The Importance of Delegating Financial Decisions to a Professional appeared first on Yardley Wealth Management, LLC. The Importance of Delegating Financial Decisions to a Professional Introduction: Managing your finances effectively is essential for achieving your long-term goals and securing your financial future.

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2 Stocks to buy now for an upside of up to 19%; Recommended by Trade Brains Portal

Trade Brains

IRCTC, an extension of Indian Railways, is responsible for upgrading, professionalizing, and managing the food and hospitality services at train stations, on trains, and at other locations. Assets Under Management (AUM) increased 6.45% year over year to Rs 5,452,297 crore in FY25 from Rs 5,121,887 crore in FY24.

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Start Planning Your Retirement Early to Save Enough and Plan Better

WiserAdvisor

That means the real answer to what’s the earliest you can retire depends far more on your investment portfolio , retirement lifestyle, and medical coverage strategy than on a number printed on your birth certificate. Decades of deadlines, difficult managers, and late nights can wear you down. You’ll need more than a solid 401(k).

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2 Stocks to buy now for an upside of up to 27%; Recommended by Trade Brains Portal

Trade Brains

In FY26, EBITDA margins may surpass double digits, as per management projections. With a planned capital expenditure of Rs 2,000 crore over the next five to six years and an expanded exploration budget, the company has added 123 million tonnes of copper ore reserves and resources in the last two years and will keep adding.

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Market Closing Bell: DCM Shriram, Aster DM among top gainers as Nifty declined by 207 points and Sensex settles at 83,239

Trade Brains

Global events/Updates Donald Trump’s “Big Beautiful Bill” Nears Final Vote in US House : Donald Trump’s massive budget bill, dubbed the “big beautiful bill” by the former president, is moving toward a final vote in the US House of Representatives. are their own, and not that of the website or its management.

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2 Stocks to buy now for an upside of up to 31%; Recommended by Trade Brains portal – June 20

Trade Brains

Today, we recommend two stocks, one from the waste management sector and another from the real estate/construction sector, recommended by the Trade Brains Portal, to buy for an upside potential of up to 31%. In the water and wastewater management sector, the company ranks among the top 6-7 players in India by revenue.