Nerd's Eye View

MARCH 27, 2023

In the context of financial advisors, surveys have shown that CFP certification serves as an important branding signal for consumers seeking the services of a qualified advisor. Some strategies to do so can include simply talking about their own experiences as CFP professionals more intentionally (e.g.,

CFP 245

CFP Clients Certification Financial Advice 245

Nerd's Eye View

OCTOBER 3, 2023

What's unique about Brett, though, is how he has leveraged his passion for teaching to build one of the most popular CFP exam prep programs in the country, while also growing his own RIA to $2 billion in AUM… by focusing on just his unique financial planning strengths, and learning to delegate the rest by hiring a President, Chief Operating Officer, (..)

Certified Financial Planner 234

Certified Financial Planner CFP Education Financial Advisor 234

Carson Wealth

DECEMBER 13, 2022

Financial service professionals call themselves lots of things — most of the time using the title established by their firm. Regulators of financial planning firms and accrediting bodies do not lay out differences in nomenclature. What certifications do you have? Are you a Certified Financial Planner ® ?

Wealth Management 52

Wealth Management Financial Advisor Management Financial Planner 52

Good Financial Cents

JULY 17, 2023

Certified Financial Planner Mark Davis suggests, “For those with an entrepreneurial spirit, starting a business or investing in profitable ventures can be a great way to generate substantial income. This can be in the form of savings accounts, certificates of deposit, bonds, or other fixed-income investments.

Certified Financial Planner 68

Certified Financial Planner Wealth Accumulation Financial Planner Certification 68

Fortune Financial

SEPTEMBER 25, 2023

Key Credentials Financial certifications, also called financial designations, are credentials that investment and financial industry professionals use, according to Investopedia. Cash Flow Management Efficient cash flow management is crucial for meeting your financial goals.

Wealth Management 59

Wealth Management Management Risk Tolerance Retirement Planning 59

Fortune Financial

SEPTEMBER 25, 2023

Key Credentials Financial certifications, also called financial designations, are credentials that investment and financial industry professionals use, according to Investopedia. Cash Flow Management Efficient cash flow management is crucial for meeting your financial goals.

Wealth Management 52

Wealth Management Management Risk Tolerance Retirement Planning 52

Good Financial Cents

APRIL 19, 2023

You can earn passive income whether you’re an entrepreneur with a brilliant business plan, a talented artist, or just happen to have extra cash to invest. Assess your skills When I started GoodFinancialCents I was a Certified Financial Planner looking to grow my business and answer common client questions.

Accounting 105

Accounting Investing Investments Media 105