Remove Certification Remove Certified Financial Planner Remove Financial Consultant Remove Media
article thumbnail

Provide Clients with Financial Peace of Mind: Pursue a Certified Financial Planner® Certification

International College of Financial Planning

The world of financial advising is diverse, with various specializations. Prioritizing their needs is the essence of a commendable financial advisor. As a Certified Financial Planner® or CFA (Chartered Financial Analyst), you’ll be bound by a revered code of ethics, ensuring you always act in their best interest.

article thumbnail

What Do Financial Adviser Designations Mean? What are the Letters after a Name?

Carson Wealth

Professional Certifications for Financial Advisors. Professional certifications and degrees, or the letters that come after a name, represent additional steps an advisor has taken on their professional journey. . Three broad financial planning designations include: . CFP ® – CERTIFIED FINANCIAL PLANNER.

Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

Crypto – just a rock, or a good investment? (debate got wild)

Sara Grillo

Wright argues that we could diminish any asset that way, even stock certificates. This e-book contains 47 financial advisor LinkedIn messages, sequences, and scripts , and they are all two sentences or less. Gold has transaction value. All value is relative. It is what one person determines with another person engaging in a market.

article thumbnail

Should you cancel your CFP designation?

Sara Grillo

A $100 increase in the CFP annual certification fee spurred an industry outcry, leading many to question whether the designation is worth it or not. The debaters include: Robert Wright, CFP®, a financial consultant with Advocacy Wealth Management. John Robinson (“JR”), Founder of Financial Planning Hawaii, Inc.

CFP 80