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, (..)

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Financial Planner CFP Retirement Retirement Planning 182

MarketWatch

DECEMBER 20, 2022

27 deadline for 737 MAX 7 and 10 certification. The measure in the omnibus bill will require some safety improvements, but short of what current law would demand on all 737 MAX jets to be manufactured under certification rules by safety officials. shares rose 1.4% 27 to get approval for new cockpit-alerting systems for pilots.

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Certification Manufacturing Marketing Marketing 98

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

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 190

Financial Planner CFP Financial Advisor Retirement 190

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 174

Financial Planner CFP Retirement Retirement Planning 174

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, (..)

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Financial Planning Planning CFP Financial Planner 191

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?

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Certification Clients Education Fee Only 88

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

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.

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Planning Certification 52

Wealth Management

AUGUST 2, 2022

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

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Education Certification Planning 105

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

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

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 (..)

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Assets Certification Consulting 52

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 237

Financial Advisor Management Clients Taxes 237

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.

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Certified Financial Planner Wealth Advisor Financial Planner Financial Planning 98

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

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.”

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Retail Certification Planning Marketing 98

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. .

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CFP Certified Financial Planner Financial Planner Financial Planning 52

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

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 200

CFP Financial Advisor Financial Advice Education 200

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 CFP 52

MarketWatch

JUNE 1, 2023

Statewide and congressional district signature totals are not official until the Florida Secretary of State issues a certificate of ballot position. As of Thursday, the Florida Division of Elections website listed 967,528 statewide signatures currently valid, more than the 891,523 needed to place it on the ballot.

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Certification Medical Marketing Marketing 40

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 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

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Banking Insurance Assets Certification 76

Good Financial Cents

APRIL 26, 2023

Certificate of Deposit U.S. And in reality, the “rewards” you earn with some of the top cards are far more lucrative than anything you might earn with a Certificate of Deposit or online savings account. That’s less than the certificate of deposit rates and even basic online savings accounts.

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Investing Investments Insurance Portfolio 98

MarketWatch

MARCH 24, 2023

Schwab could borrow from the Federal Home Loan Bank, issue certificates of deposit, or collect interest paid on its bond portfolio, he said. Without having to sell a single security in its portfolio, “there would be a sufficient amount of liquidity right there to cover if 100% of our bank’s deposits ran off,” Bettinger said in the report.

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Portfolio Portfolio Management Financial Services Banking 74

Mish Talk

NOVEMBER 28, 2022

HEX issues " Certificates of Deposit " that yield as much as 40 percent interest paid in HEX of course, not dollars. Abandon ship while you still can! " HEX Price History. HEX is down to 2.4 cents from a high of 48.7 That's a decline of 95.6 percent headed to 100%. What's Going On?

Assets 158

Assets Certification Banking Investing 158

MainStreet Financial Planning

MARCH 29, 2023

Certificates of Deposits (CDs) If you have already funded your emergency savings and want to sock away excess funds, then consider Certificate of Deposits (aka CDs). They are very similar to savings accounts but may require larger deposits (like $25k) and have fees.

Banking 80

Banking Financial Advisor Taxes Certification 80

NAIFA Advisor Today

SEPTEMBER 9, 2022

The City of Los Angeles, County of Los Angeles, and California State Senate have all issued resolutions or certificates recognizing NAIFA and LIAM. NAIFA-Los Angeles members have worked with local and state elected representatives to get official recognition of September as Life Insurance Awareness Month (LIAM).

Certification 52

Certification Insurance 52

International College of Financial Planning

MAY 1, 2023

Educational Requirements and Certifications To become a financial advisor, you need a bachelor’s degree in finance, economics, or accounting. Certifications like the Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA) are also essential for credibility.

Financial Advisor 52

Financial Advisor Certified Financial Planner Retirement Planning Financial Planning 52

Nerd's Eye View

FEBRUARY 27, 2023

attempted to identify actual financial advisors and control for other non-certification-related factors, and found (among a smaller sample size) that CFP certificants were actually less likely to have engaged in advisory-related misconduct than non-CFP professionals. Previous research by Derek Tharp et al.

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CFP Financial Advisor Ethics Financial Advice 130

Nerd's Eye View

FEBRUARY 27, 2023

attempted to identify actual financial advisors and control for other non-certification-related factors, and found (among a smaller sample size) that CFP certificants were actually less likely to have engaged in advisory-related misconduct than non-CFP professionals. Previous research by Derek Tharp et al.

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CFP Financial Advisor Ethics Financial Advice 130

Walkner Condon Financial Advisors

APRIL 21, 2023

It is one of the most recognized and respected financial planning certifications in the industry. CFP s must also meet ongoing continuing education requirements to maintain their certification. A CFP (Certified Financial Planner) is a professional designation granted by the Certified Financial Planner Board of Standards (CFP Board).

Financial Advisor 52

Financial Advisor Certified Financial Planner CFP Financial Planner 52

Nerd's Eye View

AUGUST 15, 2022

Any advisor with the CFP certification can use the AGB platform after completing an online, 60-minute training session, after which advisors can set their availability for pro bono client meetings. For instance, AGB connects with pro bono clients so advisors do not need to spend time advertising their services.

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Clients Financial Advice CFP Financial Planning 159

MarketWatch

APRIL 13, 2023

Such models would be required to go through a certification process before they are released. On Tuesday, the Commerce Department issued a formal public request for comment on accountability measures for technology that includes potentially risky new AI models. Visit MarketWatch.com for more information on this news.

Certification 40

Certification Accounting Marketing Marketing 40

Nationwide Financial

DECEMBER 8, 2022

In the video at the bottom of this blog, leaders from two FARE member firms are joined by an HBCU student and a young professional pursuing her CFP certification to discuss best practices for attracting diverse talent, and why it matters.

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CFP Wealth Advisor Financial Services Wealth Management 52