Alpha Architect

SEPTEMBER 12, 2023

Let’s talk about the right approach(es) and the proper study techniques you need to pass the CFPⓇ exam with confidence and get the certification you need to advance your career in finance and investing. How to Crush the CFPⓇ Exam ?: Part 1 was originally published at Alpha Architect.

CFP 124

CFP Certification Investing Investments 124

Nerd's Eye View

JULY 18, 2022

Given the substantial risk that CFP Board’s increase in certification fees is funding the marketing efforts of product manufacturers, there are steps that CFP Board can take to ensure that fee increases are actually supporting the long-term expansion in the number of financial planners. Read More.

CFP 184

CFP Financial Advisor Sales Certification 184

Abnormal Returns

MAY 2, 2023

alphaarchitect.com) The CFA Institute has created a separate Data Science for Investment Professionals Certificate. Quant stuff Sign up for free for the 2023 edition of the Democratize Quant conference. institutionalinvestor.com) Research How to use ChatGPT to summarize financial disclosures.

Certification 130

Certification Accounting Investing Investments 130

Abnormal Returns

JANUARY 4, 2023

bestinterest.blog) The return on certificates of deposit are once again worth a look. (evidenceinvestor.com) Why you should think about 'investing' your time instead of 'spending' it. wsj.com) Why we need to prepare for predictable disasters.

Retirement 199

Retirement Certification Portfolio Startup 199

Nerd's Eye View

AUGUST 11, 2023

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that the Massachusetts Secretary of the Commonwealth has launched an investigation into how investment firms are using artificial intelligence-enabled technologies, echoing concerns expressed by the SEC that these tools could be used (..)

Financial Planner 163

Financial Planner CFP Financial Advisor Clients 163

Clever Girl Finance

AUGUST 10, 2023

Educational requirements: High school diploma or your GED and a patient care technician certificate. Educational requirements: High school diploma or get a GED, and, typically, a certificate program or get an associate’s degree. You might also be required to conduct healths coaching sessions and pass a certification exam.

Medical 72

Medical Certification Healthcare License 72

MainStreet Financial Planning

SEPTEMBER 19, 2023

The funeral home gave us the Certificate of Cremation and Death Certificate and our Cemetery Representative emailed me some paperwork to bring, including a form to write out what we wanted on his grave marker. The Fort Snelling Honor Guard is all volunteers, and you can imagine they’re busy giving veterans this benefit they’ve earned.

Certification 81

Certification Financial Planning Transportation Numbers 81

Nerd's Eye View

APRIL 28, 2023

House of Representatives committee this week approved legislation that would expand the pool of individuals who would qualify as accredited investors able to access certain private offerings Proposed bipartisan legislation would allow individuals to use funds in 529 plans for expenses associated with acquiring or maintaining postsecondary credentials, (..)

Financial Planner 179

Financial Planner CFP Retirement Retirement Planning 179

Nerd's Eye View

FEBRUARY 10, 2023

Among others, one notable item that could be reviewed is the current certification requirement that a candidate must have attained at least a bachelor’s degree, which some observers have suggested limits the pool of potential CFP professionals at a time of high demand for advisor talent.

Financial Planner 187

Financial Planner CFP Financial Advisor Retirement 187

Wealth Management

MARCH 1, 2023

Big financial institutions don’t feel the need to offer competitive rates on certificates of deposit, which are universally below the world’s safest asset: Treasury bills.

Banking 93

Banking Certification Assets 93

Nerd's Eye View

MARCH 24, 2023

Also in industry news this week: Top Democratic Senators are urging the Treasury Department to crack down on a range of estate planning strategies for high-net-worth individuals, including GRATs and IDGTs Amid fallout from recent bank failures, both Republicans and Democrats are considering whether current FDIC insurance limits should be increased (..)

Financial Planner 172

Financial Planner CFP Retirement Retirement Planning 172

Nationwide Financial

JUNE 9, 2023

From 2010-2019, the average interest rate on a one-year certificate of deposit was about.5%, Do a quick Google search and you’ll find multiple offers of annual percentage yield (“APY”) on certificates of deposit of more than 5%. This allowed the Federal Reserve to leave interest rates low. 5%, never even topping 1%.

Retirement 98

Retirement Clients Taxes Insurance 98

Good Financial Cents

JULY 19, 2023

Certificates of Deposit (CDs) work similarly to online savings accounts or money market accounts in terms of offering great returns with zero risk. Important Factors for Certificate of Deposit Accounts CDs are for long-term savings. PNC Bank PNC Bank offers a variety of popular banking products, including certificates of deposit.

Banking 63

Banking Certification Accounting Insurance 63

Wealth Management

AUGUST 2, 2022

Empty certifications that require no experience and limited interaction only adds to plan sponsors’ mistrust of the industry.

Education 105

Education Certification Planning 105

XY Planning Network

APRIL 25, 2023

The XYPN LIVE 2022 conference earned a Choir Score of 81, resulting in a Silver Choir Certification for our diverse and inclusive lineup of speakers on the LIVE stage. Where else other than XYPN LIVE can you take a break from the daily grind and leave reinspired to apply your takeaways to your own firm?

Certification 94

Certification Clients Education Fee Only 94

Financial Symmetry

JANUARY 16, 2023

Partner and advisor, Cameron Hendricks, recently earned the Certified Exit Planning Advisor certification via the Exit Planning Institute. This is an advanced professional certification for advisors who provide the breadth of specialized skills required to discuss exit planning strategies with privately held … Continued.

Planning 52

Planning Certification 52

International College of Financial Planning

JULY 10, 2023

Qualifying Certification Exams for Investment Advisors Individuals must clear the necessary qualifying exams to become certified investment advisors in India. Necessary Qualifications and Skills It is critical to attain relevant education, experience, and certification for becoming a SEBI Registered Investment Advisor.

Financial Advisor 52

Financial Advisor Certified Financial Planner Investment Advisor Investing 52

NAIFA Advisor Today

JANUARY 18, 2023

He has obtained numerous designations and certifications over the years, including Chartered Financial Consultant (ChFC), Chartered Life Underwriter (CLU), Chartered Advisor for Senior Living (CASL), and his LUTCF designation and LACP certification. Bryon is a graduate and Presidential Scholar from the University of Tampa.

Financial Consultant 52

Financial Consultant Certification Media Insurance 52

NAIFA Advisor Today

AUGUST 11, 2022

Congratulations to the NAIFA members who earned the Life and Annuity Certified Professional (LACP) certification during the July testing window. Julianne Hertel, LACP , (loyal member since 2009), financial advisor and founder at Dream Big Wealth Strategies, LLC , in Worcester, MA.

Financial Advisor 98

Financial Advisor Insurance Certification 98

International College of Financial Planning

JUNE 14, 2023

It is important to note that a new NISM certification must be obtained before the expiry of the existing certificate to ensure compliance with guidelines. Upon receiving the fees, SEBI will issue the SEBI Registered Investment Advisor License, while BASL will issue a membership certificate.

Investment Advisor 52

Investment Advisor Investing Investments Portfolio Management 52

International College of Financial Planning

JUNE 10, 2022

CFP, also known as Certified Financial Planner , is a certification given by the Financial Planning Standards Board (FPSB) to professionals who wish to take up financial planning. This certification is recognized internationally and considered the best for financial planning training, education, and ethical practice. .

CFP 52

CFP Certified Financial Planner Financial Planner Financial Planning 52

Tobias Financial

JANUARY 25, 2023

He serves as our Financial Planning Associate and is currently working toward earning his CERTIFIED FINANCIAL PLANNER professional certification. We are excited to welcome Alexander Bailey to our team.

Certified Financial Planner 98

Certified Financial Planner Wealth Advisor Financial Planner Financial Planning 98

International College of Financial Planning

AUGUST 31, 2023

They’ve earned a globally acclaimed badge in financial planning,” To get this certification, individuals need to ace tests covering a spectrum from investment management and taxation to retirement planning and holistic financial strategies.

Portfolio 52

Portfolio Investing Investments Certified Financial Planner 52

Nerd's Eye View

MAY 22, 2023

Recognizing the potential impact that a lack of internships for a generation of planners could have on the industry, in 2020 the Financial Planning Association (FPA) launched "The Externship", a virtual program that provided participants with access to mentorships with financial planning practitioners, technology commonly used in financial planning, (..)

Financial Planning 194

Financial Planning Planning CFP Financial Planner 194

International College of Financial Planning

APRIL 20, 2022

This article will discuss the basics of financial planning , the education and certifications required to become a financial planner, and how to develop your financial planning skills and network. Education and Certifications for Becoming a Financial Planner Are you interested in becoming a financial planner?

Financial Planner 52

Financial Planner Financial Planning Certified Financial Planner Certification 52

Advisor Perspectives

APRIL 17, 2023

The Digital Assets Council of Financial Professionals (DACFP) gives financial professionals the ability to establish expertise in blockchain technology and digital assets through its online self-study program, the Certificate in Blockchain and Digital Assets®, webinars and conferences, video interviews with leaders in the field, the DACFP Yellow (..)

Assets 52

Assets Certification Consulting 52

MazumaBusinessAccounting

MAY 31, 2022

Some documentation has no expiration date, such as birth certificates and social security cards. Keep vital personal documents, like birth certificates, passports, marriage certificates, etc., Plus, these documents can serve as proof of identity. for insurance purposes. Where to Store Your Financial Records for Safekeeping.

Taxes 98

Taxes Certification Insurance Banking 98

MarketWatch

MARCH 17, 2023

Shareholder approval would amend Bed Bath & Beyond’s certificate of incorporation to carry out “a reverse stock split of the Company’s common stock, par value $0.01 Shares tumbled 19% after hours. per share, at a ratio in the range of 1-for-5 to 1-for-10, with such ratio to be determined at the discretion of the Board.”

Retail 98

Retail Certification Planning Marketing 98

Nerd's Eye View

APRIL 25, 2023

We discuss about why Ari and his partner sought to bring more diversity to their hiring process not by trying to seek diverse candidates, but instead by removing industry-specific certification requirements and offering paid parental leave so that they can attract more diverse candidates who have the essential communication and client empathy skills (..)

Financial Advisor 235

Financial Advisor Management Clients Taxes 235

Nerd's Eye View

DECEMBER 12, 2022

Combined with the continued availability of CE credit for CFP certification, CPA and EA licenses, and various Investment & Wealth Institute (IWI) and American College designations, Kitces Premier Members have a wide variety of opportunities to fulfill their CE requirements.

CFP 196

CFP Financial Advisor Financial Advice Education 196

Tobias Financial

MAY 25, 2023

Join us in congratulating Christopher Brooks , our Wealth Planner, who recently earned his CERTIFIED FINANCIAL PLANNER certification. The professional certification formally recognizes advisors who have completed education, exams, and ongoing requirements in various financial planning areas.

Certified Financial Planner 52

Certified Financial Planner Financial Planner Financial Planning Certification 52

Darrow Wealth Management

SEPTEMBER 25, 2023

This includes getting an insurance certificate, which your homeowners insurance will want a copy of. Travers suggests verifying that your broker has confirmed that your contractor actually has the insurance stated on the certificate. Your contractor should have a general liability policy at a minimum.

Insurance 82

Insurance Insurance Coverage Wealth Management CFP 82

NAIFA Advisor Today

APRIL 24, 2023

Marc Kiner, CPA , is a co-founder of the National Social Security Advisor (NSSA ® ) Certificate program and a new NAIFA member as of early March. Over his three-decade career as a CPA, Kiner grew increasingly interested in the inner workings of Social Security benefits.

Retirement 52

Retirement Certification Management 52

Trade Brains

MAY 23, 2023

Also check out: FREE Stock market courses for beginners 4) Equity Derivatives certification exam by NISM This Equity Derivatives Certification Examination is offered by the National Institute of Securites Market (NISM) and contains 10 modules. You can enroll in Equity derivative certification exam here.

Marketing 52

Marketing Marketing Certification Accounting 52

MarketWatch

MARCH 13, 2023

Uninsured depositors will receive a receivership certificate for the remaining amount of their uninsured funds.” “According to the FDIC [Federal Deposit Insurance Corporation], all insured depositors will have full access to their insured deposits no later than Monday, March 13, 2023,” the company said in a statement.

Accounting 74

Accounting Insurance Certification Banking 74

MarketWatch

MARCH 10, 2023

Uninsured depositors will get a receivership certificate and may be entitled to dividends once the FDIC sells the bank’s assets. The FDIC said all insured depositors will have full access to their accounts no later than Monday morning. The bank had 13 branches in California and Massachusetts, which will reopen on Monday. 31, and about $175.4

Banking 76

Banking Insurance Assets Certification 76

Nerd's Eye View

JULY 17, 2023

has increasingly made financial services products available directly to consumers, financial advisors have focused more and more on the business of financial advice itself.

Ethics 171

Ethics CFP Financial Advisor Financial Advice 171