Business Planning CFP Financial Planner Retirement Planning 
Nerd's Eye View
DECEMBER 16, 2022
Also in industry news this week: While the FPA is going full steam ahead on its federal and state lobbying efforts to regulate the title “financial planner”, CFP Board is more focused on increasing recognition of the CFP marks.
Steve Sanduski
APRIL 8, 2023
As I think about the nature of retirement planning, it is highly left-hemisphere focused. What’s missing from retirement planning, and financial planning in general, is the value, nuance, and context that right-hemisphere thinking brings to the table. What does all this have to do with retirement planning?
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
Nerd's Eye View
SEPTEMBER 6, 2022
We also talk about how, after listening to industry podcasts on his commute while working in the traditional corporate finance world, Andy’s eyes were opened to the possibilities of financial planning which led him to pursuing his CFP marks (along with some other designations) before he ever quit his old job to launch his new firm (to ensure (..)
Fortune Financial
SEPTEMBER 25, 2023
Intermediate and Short-Term Goals Begin by distinguishing between your long-term, intermediate-term and short-term financial goals. Long-term goals typically encompass retirement planning, wealth preservation and estate planning. Chartered Financial Analyst (CFA) CFAs are experts in investment management and analysis.
Fortune Financial
SEPTEMBER 25, 2023
Intermediate and Short-Term Goals Begin by distinguishing between your long-term, intermediate-term and short-term financial goals. Long-term goals typically encompass retirement planning, wealth preservation and estate planning. Chartered Financial Analyst (CFA) CFAs are experts in investment management and analysis.
Expert insights. Personalized for you.
240 
Let's personalize your content